Lucy Leo is a Director, Private Wealth Client Services at Cresset. With over 20 years of industry experience, she provides a client-centric mentality, focusing her time on the team’s administration needs, operational excellence and relationship management. Lucy is extremely well-versed in client service and works diligently to supply a distinctive approach to each individual experience.
A native New Yorker from Long Island, Lucy moved to Florida in 1999. Prior to joining Cresset, she was with UBS for over 30 years. Lucy has two adult children, and in her free time she enjoys cooking, gardening, and spending time with her family.