Angela is a private client relationship advisor in the Boston office. She is responsible for managing client relationships throughout the New England region and helps ensure that clients receive ongoing support and communication. She works closely with clients and their advisors to develop financial strategies that help them meet their current needs and plan for their long-term objectives. Angela helps provide clients with the appropriate blend of services based on their specific needs, including investment management, planning, trust and family office services. Prior to joining the firm, Angela served as a vice president and senior relationship manager at Wilmington Trust.


  • University of Massachusetts, Amherst, BA

Community Involvement

  • Committee Member, Party in the Park for the Emerald Necklace Conservancy


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