Associate, Office Manager
Lucy is responsible for client administration and oversees and manages all noninvestment related activities within Covenant, including human resources and regulatory issues. She joined Covenant Asset Management in 1999 and has worked in the banking and trust industries for her entire career. Previously, she spent 12 years as a Trust Officer and Operations Manager for one of the largest trust companies in Canada. After moving to the United States with her family, Lucy joined Summit Bank in 1994 in the Employee Benefits Department and later transferred to the Investment Management Division, where she was an Assistant Vice President and office manager.
Lucy received her associate’s degree from Humber College in Ontario. She and her husband Kevin live in Chatham, New Jersey, and have three adult children.