Ariel is a strategic advisor in Brown Advisory’s Boston office. In this role, she advises individuals and families to help them define, create, and implement customized plans that support their long term financial goals. Previously, she served as a senior trust associate with the Glenmede Trust Company, where she partnered with high-net-worth individuals and families to help navigate the nuances of multi-generational wealth.
Ariel is deeply committed to financial literacy and previously worked a financial planner for Society of Grownups, a start-up project aimed at making financial advice more accessible. While with Society of Grownups, she taught classes on a series of financial topics, wrote for internal and external media publications, and served as a subject matter expert for the development of digital learning tools.
Education
- Northeastern University, BS
Community Involvement
- Member, Boston Estate Planning Council
- Member, Professional Advisors’ Network for The Boston Foundation
- Member, Financial Planning Association
- Volunteer Financial Planner, JVS Boston
Certifications
- CERTIFIED FINANCIAL PLANNERTM professional
- Certified Trust and Financial Advisor (CTFA)
