As the Investment and Trading Associate, Rylee supports the research and trading team, as well as the firm’s wealth managers to implement BFM’s investment strategies in client portfolios. This includes the execution of portfolio trades and firm-wide buy and sell decisions as determined by the investment team. Rylee also monitors existing accounts to ensure they remain compliant with client investment policy.

Rylee’s experience includes Director of Investment Services at Amon & Associates, where she started her career in finance as a Financial Planning Intern.

Rylee graduated from the University of Connecticut with a Bachelor of Arts degree in Economics.

Personal Interests

Rylee is an avid sports fan and enjoys supporting all Boston teams. When not in the office, she is hanging out with her three pets, Griffey, Delilah and Leia.