Francesca has approximately five years of investment experience. Prior to joining Lyell Wealth Management as an Associate Wealth Manager, Francesca was a Senior Portfolio Analyst at BNY Mellon Wealth Management.
Francesca holds a BS in Business Administration with an emphasis in Finance and Minor in Economics from Chapman University’s Argyros School of Business and Economics.
Francesca lives in San Francisco and enjoys her free time being outdoors and trying new restaurants in the city. She is an avid Bay Area sports fan, particularly for the 49ers, Giants, and Warriors.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
