Focus Area
Emily collaborates closely with investment officers, client associates, and the broader Fiduciary team to provide tailored client services. As the primary point of contact for clients, family offices, and high-net-worth individuals, she specializes in developing customized strategies to meet each client’s unique needs, ensuring a seamless and personalized experience.
Experience
Before joining Fiduciary Trust, Emily worked in private wealth management at Bank of America Private Bank. Prior to that, she served as a Team Leader at John Hancock, supporting the annuities and long-term care divisions. Her extensive experience provides her with expertise in the financial industry, enabling her to navigate complex client needs with precision and insight.
Personal
Emily resides in South Boston. In her free time, she enjoys running, volunteering, traveling, and attending local sporting events. She has run the Boston Marathon four times. She is a dedicated advocate for animal welfare. In her free time, she enjoys running, volunteering, traveling, and attending local sporting events.
