Laurie Fried, MBA, CDFA

Laurie recently joined Lumina Financial Consultants, LLC, bringing with her a unique perspective drawn from many years in the financial services, investment banking and real estate industries.  She also runs a successful financial planning practice, New Leaf Financial Advisory, which specializes in helping  individuals and families prepare financially for divorce. She has broad technical knowledge in personal and corporate finance including underwriting, asset valuation, risk management, real estate and deal structure.

Professional Background

  • New Leaf Financial Advisory / PRINCIPAL
    • Divorce financial planning and analysis
  • MORGAN STANLEY SMITH BARNEY / FINANCIAL ADVISOR
    • Wealth Management
  • REDWOOD TRUST / MANAGING DIRECTOR
    • Commercial Real Estate Finance
  • BARCLAYS CAPITAL / DIRECTOR
    • Fixed Income, Telecommunications, and Media Group
  • WELLS FARGO BANK / SENIOR FINANCIAL CONSULTANT AND PROJECT LEADER
    • Retail Finance
  • BANKERS TRUST / ASSOCIATE
    • Real estate Capital Markets and Loan Syndications
  • J.P. MORGAN / ANALYST
    • Real Estate Capital

Academic and Professional Certifications

  • MBA Finance / NYU Stern School of Business
  • BA Economics / Fordham University
  • Master Analyst in Financial Forensics / National Association of Certified Valuators & Analysts
  • Certified Divorce Financial Analyst / Institute for Divorce Financial Analysts
  • Member of The Institute for Divorce Financial Analysts
  • Member of The California BAR Association, Family Law Section
  • Comprehensive Mediation Training / 40 Hours: 2008