Our Team

Lessa E. O’Dell

Portfolio Operations Manager

“The central idea of investing is to buy low and sell high.”  –Warren Buffett, Berkshire Hathaway

 

Like many of our clients, Lessa has the personal goal to one day retire.  As she works towards that day, she enjoys being a part of the team that assists clients in accomplishing their dreams.

 

Lessa joined the Firm in 1996 as a member of the Operations Team.  Today, she manages the day-to-day operations functions, including custodial and portfolio reconciliation, core system maintenance, and quarterly processing.  She has truly enjoyed this contribution to the overall team, as well as the opportunity to always learn new things about the investment industry.

 

From Ware Shoals, SC, she holds an A.A. in accounting from Piedmont Technical College, and spends time volunteering in the community and serving at her church.