It’s incredibly fulfilling to work closely with our clients, getting to know them well and gaining a deep understanding of their needs. I support our team’s financial planning and trading activities. I also assist our team in the operational aspects of offering our clients strategic advice and guidance, regardless of how plans — and markets — change.
In addition, I create and deliver experiences for our team and our clients, strengthening the relationships that are the foundation of our work. The enduring bonds we form are a hallmark of our approach.
In joining &Partners, we are supported in our commitment to building deep and responsive relationships with our clients. We are also expanding our investment capabilities with the deeply experienced &Partners CIO team. They understand financial markets intimately and recognize the value of customized investment solutions.
My financial services career began at UBS, where I discovered a passion for holistic client relationships. I’m thrilled to continue that journey as we expand our offering with &Partners.
About Grace:
B.A., Virginia Commonwealth University
FINRA Series 7 and 66 securities registrations
Grace lives in Westport, Massachusetts.
