Back to Team
Riley Betzig

Riley Betzig

Analyst - Client Service

Milford, CT

Contact Riley
bridge-1

Riley is a highly motivated professional who recently graduated ahead of schedule from the University of New Haven, where she cultivated a deep passion for personal finance and economics. Her academic journey laid the foundation for a career focused on helping individuals achieve financial success. With a strong desire to expand her knowledge and expertise, Riley is currently thriving in her role in Client Services, where she is dedicated to providing exceptional support to clients every day.

As she works towards obtaining her Series 65 license, Riley is committed to advancing her career and achieving her ultimate goal of becoming a financial advisor. Her dedication to professional growth and client care makes her a valuable asset to the team.

Outside of her career, Riley leads an active lifestyle, enjoying regular runs and outdoor activities. She also treasures spending quality time with her close-knit family and two beloved dogs, Cooper and Lucy.