Chief Financial Officer
Lorena Richards joined Fort Point Capital in 2020 as Chief Financial Officer.
Lorena came to Fort Point Capital from PhaseCapital LP where she ran the accounting and compliance functions for the RIA. Prior to that, Lorena was the Financial Reporting and Tax Accountant at CYS Investments, a mortgage REIT. Prior to that, Lorena was a Senior Auditor at Ernst & Young.
Lorena received a B.A. and M.A. in Accounting from University of Massachusetts – Amherst and became a CPA in 2010. Lorena enjoys spending time with her family, cooking, skiing and yoga.