Focus Area
Emily partners with investment officers, client associates, and the broader team at Fiduciary to deliver personalized client service. She is a primary contact for clients and is attuned to the individual needs of the families with whom she works. Prior to joining Fiduciary, she worked in private wealth management at U.S. Trust (now B of A Private Bank) and has two decades of experience in the financial industry.
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.
