Get to Know Piper

Piper Greenbaum

Client Service Specialist

Hometown

Baltimore, MD

Alma Mater

Towson University

Favorite Philanthropy

Marine Toys for Tots Foundation

Interests

Performing with my band

Performing in orchestra’s

Going to concerts

Playing volleyball

TV and movies

Trying new restaurants and new foods

Spending time with family and friends

Favorite Greenspring Core Value

Own Your Stuff

Experience & Expertise

Piper is a Client Service Specialist in the firm’s Private Client Group. Prior to joining Greenspring, she spent 7 years at Jacob William Advisory, a local Registered Investment Advisory Firm, first as Director of Client Relations and then Director of Client Services and Operations. Piper supports our private client advisors and works directly with clients to manage their account needs. She handles everything from new client onboarding to the management of cash flow needs to quarterly reporting and client requests.

Education, Awards and Recognition

  • B.S. from Towson University

Favorite Thing About Working With Clients

“I feel a certain sense of fulfillment when I’m able to help a client solve an issue and am able to put their mind at ease. Clients know they can rely on me to get them the answers they need and that I will assist them in any way I can.”

My Philosophy on Client Service

“No matter what, the client is always right. I believe that in this industry, it is important to treat clients with respect and not to place blame on them. Just because they are frustrated or angry about a situation, does not mean it gives me the right to treat them in the same manner. I will always assist a client as calmly and collectively as possible, letting them know we will make sure to take care of the situation (whatever that may be).”

What I love About Greenspring

“I love the working environment. Everyone works as a team to make sure to deliver the best client service possible.”