Beth Civerolo

Director, Mutual Fund Operations and Registered Principal
Beth has been managing operations since 2004. She oversees the client services teams and is proud to play a lead role in supporting her staff with the goal of providing superior client service. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts), Series 26 (Investment Company Products/Variable Contracts Limited Principal) and Series 63 (Uniform Securities Agent State Law).

She received a BA from John Carroll University and majored in English and communications.