Hermia Ivy Fong Lo
Ivy Lo is a Client Officer at Ropes Wealth Advisors. Ivy has over 12 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Ivy works with clients to help manage the planning and administrative aspects of their wealth, and is dedicated to the highest level of client service. Ivy partners with Ropes Wealth investment and financial planning professionals, Ropes & Gray trustees, and clients’ external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Ivy joined Ropes & Gray LLP in 2008 administering trusts in various assistant roles, most recently as a Trust Administrator within the Private Client Group. Prior to joining Ropes & Gray, Ivy worked for Investor’s Bank & Trust serving clients consisting of Wealth Management Firms and Corporations with Trust and Estate Accounts. Ivy started her career as an associate at State Street Global Advisors in the Shareholder Services Group, where she performed financial and analytical operations for portfolio managers, as well as reporting trading activity to investment managers and clients.
Ivy earned a BA from Eastern Nazarene College. She completed trust school at Cannon Financial Institute and is currently pursuing a Certified Trust and Financial Advisor’s certification.
Ivy resides in Braintree with her husband and two children, and enjoys spending time with her family and running.