Senior Portfolio Administrator
Eileen provides clients with exceptional, personalized client service. She works closely with clients, their portfolio managers, and third-party advisors, such as accountants and estate attorneys, to ensure requests are addressed thoroughly and efficiently.
Eileen began her career in 1985 and joined the firm in 2012. She previously worked for Van Eck, Lake Partners, and Edward Jones. She earned a BS in Finance from Fairfield University and an MBA from Fordham University. She holds the Certified IRA Services Professional® designation.