Emily is the first call for clients with questions about paperwork, scheduling or their accounts. She works closely with each client’s Wealth Advisor to make sure every request is handled and followed up on. She graduated from Quinnipiac University with a degree in Economics and has a background in client service. She enjoys getting to know clients and their families over time.

Emily lives in Stamford, Connecticut. Outside of work, she enjoys staying active, being outdoors, and spending time with family and friends.