As Director of Operations, I ensure everything runs smoothly for our clients and our team. I focus on improving processes and finding more efficient, scalable enhancements. I support our advisors day-to-day and coordinate new firm-wide initiatives.
I have worked in financial services for fifteen years in both client service and back-office operations at firms like State Street, Bank of New York Mellon, Brown Brothers Harriman, and Loring Wolcott & Coolidge.
I live in Norwood, Massachusetts with my husband, Leo, and our two sons. I love cooking healthy meals, reading, going for walks or hikes, and finding new restaurants when we travel. Since middle school, I have volunteered as a math tutor, and I continue to support organizations that provide tutoring and academic support for young children.
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