Claire leads the Investment Department’s Portfolio Solutions Group, which is responsible for constructing and implementing client investment portfolios, as well as broad in-house trading capabilities to provide best-in-class investment offerings for Fiduciary’s clients.
Claire has 15 years of dedicated experience in investment research, portfolio construction and solutions. Before joining Fiduciary, she was the Senior Investment Strategist and Manager at E*Trade from Morgan Stanley, responsible for oversight of the firm’s investment recommend lists, manager due diligence, and Unified Managed Account program. Her previous experience includes roles at AllianceBernstein as an Assistant Vice President of Global Product Research, Hightower Advisors as an Associate Wealth Manager/ Senior Analyst, and Morgan Stanley (Smith Barney) as a Consulting Group Analyst in the Global Wealth Management business.
After over a decade in New York, Claire was thrilled to return to the Boston area with her Milton Academy high school sweetheart, Nick, to raise their 2 young children in the town of Needham. Her weekends are spent attempting such endeavors as entertaining her toddlers, creating a backyard hockey rink; and, in the rare moments of opportunity, Claire also continues to pursue her lifelong passion for ballet. She is also an avid supporter of the performing arts, and has been spearheading the establishment and enhancement of her community’s youth music offerings and other local enrichment opportunities.