Cherie works closely with client services and the client management teams in the daily operations of the firm. Prior to her current role, she was an Advent Portfolio Specialist at WilmerHale LLP, where she was responsible for managing and maintaining systems support. Before her role at WilmerHale LLP, she worked in operations at Heritage Capital Management, Inc. and B&L Asset Management LLC, the wealth management arm of the Burns & Levinson LLP law firm. Cherie joined Wealth Enhancement Group in 2021 through the North American Management Corp. merger. She loves the challenge in creating elaborate macros for Excel Reporting (in Visual Basic) and writing very meticulous procedure manuals. In her spare time, she loves to read, do CrossFit, and keep up with housework.
- BA, University of Massachusetts – Lowell