Barbara serves as a primary client liaison and works closely with the investment management team to develop client portfolio solutions. She has extensive client service and fiduciary experience working in private banking institutions in Boston. For the past ten years, she has specialized in trust and estate planning. Most recently she worked at BNY Wealth Management, providing trust administration and investment management services to clients.
When she’s not working, Barbara can be found in Maine enjoying time with family and friends or traveling the world. To paraphrase Mark Twain, she enjoys spoiling a good walk by golfing.
- BA, Boston College
- MBA, Suffolk University
The North American Management team serves clients at our Boston, MA office.
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