Bio
Experience
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Member Board Of Directors
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Jun 2017 - Present
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Member
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Sep 2012 - Present
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Board Member
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Jul 2018 - Present
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Director of Business Development and Client Service
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Jun 2017 - Mar 2022
Lead the firm's client service and development initiatives. Ensure all clients - individuals, families businesses, both public and private, and nonprofit organizations receive personalized and exceptional service. Work closely with the Hemenway & Barnes practice groups to help devise and implement strategies to enhance the client experience and foster long-term relationships. Bring more than 25 years of experience and leadership in the financial services industry. Advise clients in all aspects of family office creation and operation. Specialize in strategic planning for high net-worth individual and families, businesses and nonprofit organizations. Provide customized insights that are specifically tailored for each clients's family office needs and goals.
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Family Office Advisor
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Jan 2012 - Mar 2022
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Member
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Jan 2012 - Sep 2021
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Justice and Peace Committee St Joseph's Parish
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Needham, MA
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Committee Member
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Jan 2011 - May 2013
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Needham, MA
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Senior Program Officer
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2007 - 2011
Cultivated, performed rigorous due diligence on and recommended investments with a focus on effective management and sustainability.⋄ Built relationships and managed active national grant portfolio in the Social Service, Arts & Culture, Education and Health sectors⋄ Consulted with nonprof...
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Vice President
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Jul 1981 - May 2007
Multiple leadership roles directing marketing strategy and planning, marketing research, business and financial analysis, and project management for mutual funds, brokerage, customer service and back office operations. Demonstrated experience in staff building and management. Seasoned present...
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Education
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1972 - 1976University of Vermont
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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