FOCUS AREAS

Emily partners with individuals, families, and charitable organizations to grow and protect their legacies by delivering objective investment management advice, bespoke trusts & estates services, and tailored wealth plans. Drawing from her background as an estate planning attorney, Emily values serving as a trusted advisor and applies a holistic approach to wealth management to help clients achieve their near-term and generational goals.

EXPERIENCE

Prior to Fiduciary, Emily was a Director and Wealth Planner at Citi Private Bank where she advised ultra-high-net-worth clients on trusts & estates, taxation, philanthropy, and cross-border planning matters. Previously, Emily was a Trust Officer at Fiduciary Trust Company International and a trusts & estates attorney with Fried, Frank, Harris, Shriver & Jacobson LLP.

COMMUNITY INVOLVEMENT

UNICEF’s Next Generation
Phillips Academy Andover Development Board
Friends of Acadia
The Vincent Club
The National Society of Colonial Dames of America in the Commonwealth of Massachusetts
Land’s Sake Farm – Board of Directors

PERSONAL

Emily lives in Weston with her husband and two children. Outside of work, Emily enjoys hiking, skiing, and scuba diving with her family. Emily is also a supporter of historic preservation and delights in the beauty of New England while spending time in the Berkshires, the White Mountains, and Maine’s Cranberry Isles.