Emily is a private client relationship advisor at Brown Advisory. Before joining the firm in 2018, she spent five years at Boston Financial Management as a client service and trust associate working closely with clients on the administration of their personal investment accounts and trust accounts. Prior to that, she worked as a trust administrative specialist in the Private Client Group at Ropes & Gray, LLP. Emily has an extensive background in managing relationships with high-net-worth individuals, trust administration, banking, and investments.
Education
- Saint Anselm College, BA
Certifications
- CTFA
