• BS in Business Management: Finance, Stony Brook University

Angela Loffredo

Operations Manager

Systematic, Efficient, Personable

As an Operations Associate, Angela is responsible for streamlining and elevating our internal processes to enhance the the client experience. Angela works closely with the Administrative and Client Service teams in her role, which includes onboarding new clients and serving their needs throughout our relationship in the areas of asset movement and custodial relations.

Before joining GMAG, Angela served as a Client Service Associate at UBS Private Wealth Management and Fusion Family Wealth.

Outside of the office, Angela spends much of her time exploring the great outdoors with her husband and three young children. Her dedication to family and relationships makes her an important asset to the team and our clients.

True to the community-minded ethos of GMAG, Angela supports many charities and non-profits like St. Jude Children’s Research Hospital and various organizations related to Congenital Diaphragmatic Hernia.