Clare serves as an Associate Wealth Advisor for The Colony Group. She is endlessly interested in the question, “What does a meaningful life look like for each of us?” and utilizes that curiosity to bring a compassionate element to her conversations with clients and colleagues.
Before joining The Colony Group, she was an Advisor for Balanced Rock Investment Advisors and, prior to that, worked as an Advisor at McVittie Financial Advisors. Clare got her start in the financial services industry with NorthStar Asset Management, where she worked her way up from Client Services Associate to Director of Client Relations during her nearly seven-year tenure with the firm. While in that position in 2014, she earned her CERTIFIED FINANCIAL PLANNER™ designation.
Clare graduated from Vassar College with a B.A. in Anthropology. Although originally from New Jersey, Clare lives in Boston with her wife, Kate, and their dramatic dog, Mrs. Weasley.