Serena Smith

Serena Smith

Client Service & Operations Specialist

As Client Service & Operations Specialist, Serena supports Telos Capital Management, Inc.’s client service and business development teams. She works closely with prospective and existing clients, their financial consultants, and custodians to ensure the day-to-day needs of our clients are met.

Serena graduated from Magna Cum Laude from San Diego State University in 2023 with a bachelor’s degree in Economics and a specialization in Quantitative Analysis.  Over the course of her academic career, she gained knowledge in data analysis, economic policy and market outcomes. She also has relevant client service experience in the real estate and retail industries.

Serena has lived in Southern California her whole life and enjoys going to the beach, hiking, running, yoga, traveling, and spending time with her family and friends.