Laura Farrelly has been advising ultra-high-net-worth families and institutions on investment strategy (with an expertise in the private markets),estate planning, tax optimization, and philanthropy for her entire career.

Prior to joining Colter Lewis, Laura was a Private Wealth Senior Relationship Manager with The Erdmann Group within Merrill Private Wealth Management. In her role, Laura worked directly with senior executives, company founders, entrepreneurs, and multi-generational families to help them navigate the complexities of their financial lives.

Laura started her career at Algonquin Advisors LLC (now part of Cerity Partners),where she evolved from Analyst to Managing Director over her tenure. As a Managing Director, she co-led the firm’s private investment due diligence & implementation process, and played a key role in forming & communicating the team’s investment strategy. She helped establish Algonquin’s Private Markets Investment Program, which built bespoke & diversified private investment portfolios for clients.

Laura earned her bachelor’s degree at Davidson College, where she majored in English and was elected by her peers to serve as their class president. She is a Chartered Financial Analyst (CFA®) Charterholder and a member of the CFA®Society Stamford.

Laura enjoys giving back to her community and is honored to serve on the Board for the Fairfield County Community Foundation (“FCCF”). She also serves as the Steering Committee Chair for the FCCF Fund for Women & Girls and sits on the Professional Advisor Council for the Foundation.

Laura Farrelly, CFA