Lina E. Angelo

Director, Client Service & Operations at U.S. Capital Wealth

  • Email
  • Phone (212) 202-3096
  • Linkedin https://www.linkedin.com/in/lina-angelo-88601510/
  • Location New York, NY

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Lina E. Angelo Bio

Lina Angelo serves as Director of Client Service & Operations at U.S. Capital Wealth.  Lina joined the Firm through its acquisition of Laidlaw Wealth, where she was Director of Client Lifecycle Management, supporting the business, its advisors, and clients.  She has over 30 years of operational, credit & risk, data management, and client care experience in the financial services space, having previously held similar roles at Knight Capital, Tullett Prebon, and Credit Lyonnais.

In her role, Lina fosters close and dedicated relationships with her clients, advisors, management, and custodians to ensure accuracy, efficiency, and an overall positive experience.

Lina is a Series 99 Operations Professional and attended Baruch College (CUNY).

 

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