| wealth management

Patty Johnson

Senior Manager, Finance, HR and Administration
[email protected]
(617) 275-0306

Full Bio

As Senior Manager, Finance, HR and Administration​, Patty plays an integral role in supporting the financial and related operations of the firm. She has a broad range of responsibilities ranging from support on vendor payments, financial reporting, budgeting and benefits, including 401(k).

Patty has extensive experience in the restaurant industry handling bookkeeping, AP and AR, banking needs and monthly reporting.

Patty graduated from Salem State University with a Bachelor of Arts degree in Business Administration and Marketing.

Personal Interests

Patty lives in Swampscott with her husband, two daughters and rescue dog Lucy. Before coming into the office, Patty can be found in an early morning Peloton class. She comes from a family of foodies, so is often in the kitchen cooking. She loves the beach and living near the ocean.