Ariel is a partner and 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 as 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, Financial Planning Association
- Member, Professional Advisors' Network for The Boston Foundation
Certifications
- Certified Financial Planner™ (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)