Experience

Boston Financial Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Chief Planning Officer

  • Sep 2015 - 8 years 4 months

  Boston, MA Partner with Portfolio/investment Managers to provide high net worth clients with comprehensive analyses of current estate and financial plans Create customized financial plans for clients for both short-term and long-term goals Serve as liaison between clients and their estate planning attorneys and tax advisors to develop and maintain estate and tax planning services for clients' changing needs



Loring, Wolcott & Coolidge Trust, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Trust Counsel

  • Jan 2013 - Sep 2015

  Boston, MA - Advise high net worth clients and trustees on matters of trust administration, tax and estate planning. - Administer trust and investment accounts (including, but not limited to, GRATs, ILITs, IDGTs, CRT/CLTs, private foundations, retirement and benefit plan accounts) - Reviewer for alternative asset investments and loan administrator and reviewer - Manage trust administrators and new trust advisors within Trust Administration group - Work to improve processes and assess risk… Show more - Advise high net worth clients and trustees on matters of trust administration, tax and estate planning. - Administer trust and investment accounts (including, but not limited to, GRATs, ILITs, IDGTs, CRT/CLTs, private foundations, retirement and benefit plan accounts) - Reviewer for alternative asset investments and loan administrator and reviewer - Manage trust administrators and new trust advisors within Trust Administration group - Work to improve processes and assess risk within company by sitting on the Fiduciary Risk Committee, New Account Review Committee and Terminating Account Review Committee

• Senior Trust Administrator

  • May 2008 - Jan 2013



Cushing & Dolan

• Estate Tax & Post-Mortem Planning Associate

  • 2007 - 2008



U.S. Trust Company, N.A.

• Estate Settlement Associate

  • 2002 - 2007