Luz Garcia

Associate

Luz is an Associate in the Robertson Stephens Portland office. Luz has more than 20 years of service-related experience in the investment management industry.

Prior to Robertson Stephens, Luz was a Senior Client Service Specialist at Rain Capital. At Rain Capital, she supported the daily operations of all client accounts and interacted with service providers. She was a liaison between clients and custodians, administrators, financial institutions, and investment managers / partnerships. Her duties included responding to client service requests such as money transfers, account transfers, trade requests, and reconciliation, as well as monitoring client cash needs, setting up new accounts, and quarterly reporting. Prior to Rain Capital, Luz was a Client Relationship Associate at Ferguson Wellman Capital Management, where she provided client support to four of the firm’s portfolio managers.

Luz enjoys volunteering at her children’s school and crafting in her spare time.

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