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Lauren M. Niestradt, CFP®, CFA
Sr. Portfolio Manager and Shareholder at Truepoint, Inc.
About
Lauren M. Niestradt, CFP®, CFA, is a Senior Portfolio Manager and Shareholder at Truepoint Wealth Counsel in Cincinnati, Ohio. She is responsible for building and managing client portfolios, integrating investment strategies with comprehensive financial planning, and providing guidance on behavioral finance and macroeconomic trends. Her expertise includes explaining complex investment concepts in accessible terms and focusing on responsible (ESG) investing, portfolio management, and trading strategies.
Lauren specializes in asset allocation, asset management, credit, and economics, with a particular focus on serving clients in the Procter & Gamble retirement plan and performance awards sector. She is skilled in tailoring investment solutions for individual and institutional clients, emphasizing long-term, evidence-based strategies and tax-efficient planning.
Prior to joining Truepoint, Lauren held roles as a Wealth Advisor and Portfolio Manager at RiverPoint Capital Management and as an Investment Advisor at PNC. She holds a BSBA in Finance and Economics from The Ohio State University Fisher College of Business. Lauren is recognized for her commitment to client education, her contributions to the advancement of women in wealth management, and her dedication to delivering personalized, values-based financial advice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Truepoint Wealth Counsel | Sr. Portfolio Manager and Shareholder | Jan 2018 to Present | — |
| RiverPoint Capital Management, Inc. | Wealth Advisor and Portfolio Manager | Jan 2016 to Jan 2018 | — |
| PNC | Investment Advisor | Jan 2014 to Jan 2016 | Portfolio Manager for high net worth individuals and families. |
| Fifth Third Bank | Portfolio Manager | Nov 2010 to Dec 2013 | As a Portfolio Manager, I assisted in the development of personal investment policy guidelines. I made decisions about the appropriate investment mix while matching investment opportunities to client'... |
| Fifth Third Bank | Associate Portfolio Manager | Oct 2009 to Nov 2010 | Assisted a group of high net worth portfolio managers. |
| Fifth Third Bank | Commercial Associate | Jul 2008 to Oct 2009 | Two year rotational program through different departments of the Commercial Bank. I experienced one month in Commercial Finance, four months in credit down in the Charlotte affiliate, four months in D... |
Education
The Ohio State University Fisher College of Business
BSBA, Finance and Economics
2004 — 2008
Skills & Expertise
Others at Truepoint, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Investment Associate | Cincinnati, OH , United States | |
| Principal | Cincinnati, OH , United States | |
| Sr. Portfolio Manager | Cincinnati, OH , United States |
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