Chelsea Traub is a Client Service Manager in SEIA’s Redondo Beach office. Before joining SEIA, she was an Investment Associate at RBC Wealth Management, where she was responsible for financial planning, research, and managing credit solutions.
Beginning her career in wealth management at the JP Morgan Private Bank, Chelsea was part of the ultra-high-net-worth Financial Institutions Group. In this role, she supported multiple banking teams in servicing hedge fund founders, enhancing the day-to-day management of their finances by providing essential services to help ensure their wealth planning kept pace with their financial success.
Chelsea received her Bachelor of Business Administration degree in Finance from Iona College in 2010. She also obtained her Series 7 and 66 licenses while at JP Morgan to move into the JP Morgan Securities division.
She currently lives in Los Angeles, California and enjoys traveling and volunteering. Chelsea serves on the advisory committee for Empowers Africa Foundation, which provides support programs in the areas of human empowerment, wildlife protection, and land conservation in sub-Saharan Africa.