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Ellen A. Lotufo, CISP

Client Relationship Manager

Ellen is a relationship manager for private wealth and institutional clients and specializes in retirement plan administration. She has many client-focused responsibilities including portfolio administration, operations, and tax processing.

Ellen has been in the banking and financial services industry for over 35 years. Previously, she held supervisory and management positions at United States Trust Company and Boston Trade Bank where she gained experience in commercial banking, bank management, and human resources. Her tenure with the firm began in 1991. She holds the Certified IRA Services Professional® designation. She has also held officer and board positions for a number of local educational, sports, and faith-based organizations.