Claudia Paluch

Client Service Specialist

Claudia has over 20 years of experience overseeing all areas of day-to-day client service operations. In addition to her financial operations expertise, Claudia brings a white-glove approach to client service. She is responsible for ensuring the accuracy of client information and supporting advisors in the areas of client communications, new account opening, money movement, and trading reporting. She is a state of Connecticut notary. Outside of work, Claudia is a licensed CT State Wildlife Custodian and Nuisance Wildlife Control Operator. Working closely with law enforcement, Claudia and her husband provide police K9s to departments and families around the country and actively support The Hometown Foundation (which focuses on five key program areas: Animal Welfare, Emergency Response Personnel, Individuals with Intellectual Disabilities or In Need, Major Illness, and the Military.)


965 Post Road East

Westport, Connecticut 06880

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