Bree Partow
Client Service Manager
Bree is a San Diego native who brings over 13 years of experience in the financial services industry, having worked at top custodians including TD Ameritrade, Charles Schwab, and LPL Financial. She graduated from San Diego State University with a Bachelor's Degree in Finance, where she developed a strong foundation in investment strategies and client service. Her extensive background has equipped her with a deep understanding of custodial operations and a commitment to delivering high-quality service in the financial sector.
Outside of work, Bree enjoys the laid-back lifestyle that San Diego offers. She loves spending time with her family and friends, taking trips to the beach, and walking to the dog park with her dog. A true hometown fan, she never misses a chance to cheer on the San Diego Padres. Bree's passion for both her professional and personal life reflects her energetic and approachable personality.