As a Client Service Associate, Emily provides support to the portfolio managers in all aspects of administration on assigned accounts. She works closely with clients as their point of contact and is also a liaison between clients and their portfolio manager. She is responsible for working on account-specific special projects and client presentations.
Emily joined Boston Financial Management in 2013. Prior to joining Boston Financial Management, she was a Trust Administrative Specialist at Ropes & Gray, LLP. She has an extensive background in investments, banking, and trust administration.
Emily earned a B.A. degree in Sociology from Saint Anselm College. She has completed Cannon Financial Institute Trust School and is working on her Certified Trust and Financial Advisor recognition.
Emily enjoys skiing and spending time on Cape Cod.