Lucia Marcozzi

Private Wealth Relationship Manager

Lucia graduated from Bucknell University. Fortunately for the firm, we knew Lucia well as she interned for us several summers ago and were thrilled to have her join the team after working at MarketAxess as an analyst immediately after graduation.

A great athlete in school, Lucia showed her team orientation and leadership skills when she was named captain of the Bucknell lacrosse team two years in a row. She carries her enthusiasm and thirst for knowledge to her role at the firm where she helps clients tackle the varied challenges that present themselves each day. Lucia takes pride in developing and deepening client relationships to ensure that all clients receive the ultimate wealth management experience. Lucia and her husband live in Metuchen, New Jersey. As a true Jersey girl, Lucia enjoys giving back to her garden state. In the spring months, you can find her volunteer coaching youth girls’ lacrosse.

Lucia greatly values the firm’s approach of looking holistically at an individual’s financial and lifestyle goals to help make them a reality. Our comprehensive service mirrors how she views her own life—making decisions always considering her family, friends and in the end, herself.


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