As a Client Service Associate, Rosalie delivers comprehensive service to clients by attending to their account management needs. Working closely with the portfolio managers, she prepares reporting materials, executes requests for capital, and coordinates any additional matters related to their accounts.
Rosalie joined Boston Financial Management from Emerson Investment Management in 2016. Prior to joining Emerson in 2004, she spent six years at Delta Financial Management Corporation. There, she focused on client service, operations, corporate accounting, and portfolio management support.
She is a graduate of the Boston Business School.
Charitable & Community Involvement
Pappas Rehabilitation Hospital for Children – volunteer
Rosalie enjoys gardening, walking, going to the gym and knitting.