Our People
Head of FCI’s Trust Investment Solutions team and supervisor of our Connecticut office.
Joined FCI in 2009 and is responsible for the strategic leadership of FCI’s Trust Investment Solutions (TIS). In her role, she ensures that the team delivers the firm’s fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies around the country.
She has 20 years of experience in the financial services industry, most of which has been focused on providing client-centric solutions and business development support to institutions in the trust industry, helping them serve their clients and grow their business.
She began her investment career as an investment banking analyst performing due diligence on financial institutions at Morgan Stanley.
BA, Middlebury College
Certificate in Financial Planning, Boston University
President and Chief Executive Officer
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Chief Investment Officer, Fixed Income
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Head of Business Administration
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director, Portfolio Manager, Head of Asset Allocation
Portfolio Manager, Wealth Strategist
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Compliance Officer
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Trader
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Equity Trader
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Investment Analyst
Senior Vice President, Chief Investment Officer, Core Equity
Vice President, Investment Operations
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
Vice President, Trading
