Erin is a Senior Associate Financial Counselor at The Colony Group. Erin serves as a primary contact for The Colony Group’s custodial relationships and a point person for various client service requests. In addition, Erin is responsible for portfolio administration and reporting, trade support and execution, and other operational support functions. Prior to joining the firm, Erin was a Financial Advisor Assistant at Long Wharf Investors, where she provided client service, investment, and compliance support.
Erin graduated cum laude from Wellesley College, where she earned her Bachelor of Arts in Mathematics and Classical Civilizations. She also received her Master of Theological Studies from Harvard Divinity School.
In her spare time, Erin spends her time volunteering weekly at a local soup kitchen as well as serving as the co-lead of a local high school youth group and Treasurer of her college Alumnae class. She also enjoys tai chi, Zumba, reading, and traveling.