Plum Street Employee Directory

Plum Street corporate office is located in Plum Street Advisors, Newton, Massachusetts, 02458, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Operations

Key Employees of Plum Street

JL
Jennifer Lehma...
Manager, Operations
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Plum Street Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Plum Street

Hundreds of professionals searching for Plum Street have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

ML
Michelle Lawrence
Email Direct
Client Service Associate
United States , Massachusetts , Newton

AP
Andrew Pellegrino
Email Direct
Senior Advisor
United States , Massachusetts , Newton

CC
Christophe Cadiou
Email Direct
Senior Advisor
United States , Massachusetts , Newton

JL
Jennifer Lehman
Email Direct
Manager, Operations
United States , Massachusetts , Newton

KT
Ksenia Trikoz
Email Direct
Financial Advisor
United States , Massachusetts , Newton

Former Employees at Plum Street

Explore people who held key positions, contributed to Plum Street's success, and advanced their careers.

Peter Za

Corporate Banking Seni... at Silicon Valley Bank

Worked as Research Intern

at Plum Street (2019-2020)

Direct

Madeline Mollerus

Manager, Foundation Ex... at Holy Name Medical Cent...

Worked as Marketing Coordinator

at Plum Street (2023-2024)

Direct

Zandra de Haai

Senior Vice President at CNO Financial Group

Worked as Senior Financial Advisor

at Plum Street (2018-2018)

Direct

Mask Content

Process Risk & Control... at RSM US

Worked as Finance Intern

at Plum Street (2023-2023)

Direct

Explore More

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Frequently Asked Questions Regarding Plum Street Employees

How many employees does Plum Street have?

Plum Street has 1-10 employees

Who are Plum Street key employees?

Some of Plum Street key employees are Jennifer Lehman

Where is Plum Street located?

Plum Street’s headquarters are located at Plum Street Advisors, Newton, Massachusetts, 02458, United States

How do I contact Plum Street?

Plum Street Contact Info: Website: www.plumstreetadvisors.com

What does Plum Street do?

Plum Street Advisors is a boutique investment firm dedicated to helping clients gain control over their financial lives through comprehensive financial planning and investment management services. Founded in 2016, the firm operates as a Registered Investment Advisor (RIA) with a fiduciary duty to act in the best interest of its clients, ensuring tr... Read More

Is Plum Street a public company?

Plum Street is private company therefore does not currently have an official ticker symbol

See more information about Plum Street Employees