Prior to joining Pathstone, Vivien was a Vice President and Wealth Advisor for WaterOak Advisors. Before that, she was a Portfolio Associate at Morgan Stanley; had worked in Trust Operations at Seaside National Bank & Trust and in Wealth Management at a registered investment advisor in Portland, Maine.

Vivien earned her BA from the Budapest Business School in Budapest, Hungary and a BA from Avans Hogeschool in Breda, Netherlands. She is a Certified Financial Planner™ (CFP®) and holds the Chartered Financial Analyst (CFA) designation. She is also a Board Member of the CFA Society Orlando and a member of the CFA Institute. Originally from Hungary, Vivien currently resides in Orlando, FL with her husband and two sons. She is an avid runner and speaks Hungarian and German (partial).

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.