People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Elizabeth Nadeau

Manager of Client Service & Tax Administration

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Elizabeth leads the client service team at a national level, working to integrate services and processes across offices. She also manages logistics and workflow for the Tax Department.

Elizabeth attended the University of Massachusetts – Amherst where she studied Linguistics. In her spare time, she teaches English and writing as part of her volunteer efforts with Rosie’s Place, a shelter whose mission is to provide a safe and nurturing environment that helps poor and homeless women maintain their dignity, seek opportunity and find security in their lives.