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Biography

Emily is a Senior Principal in our Boston office. She has over a decade of experience in wealth management, dedicated to helping high net worth individuals and families achieve their financial goals through personalized, strategic guidance. She partners closely with clients and their broader advisory teams — including estate attorneys and accountants — to deliver a comprehensive, coordinated approach to financial planning and investment management.

Her career in wealth management began at Bainco International Investors, where she steadily advanced from an Associate to a Portfolio Strategist over nearly eight years. At Bainco, Emily developed deep experience in constructing and implementing individualized investment strategies, managing ETF-based portfolios, and providing top-tier service to a select group of client families. When Bainco joined Cerity Partners in January 2021, Emily continued her work within the firm’s expanded platform, bringing the same client-first philosophy to a broader set of resources and capabilities.

Emily holds an MBA, Series 65 license and a Certificate in ESG Investing, reflecting her commitment to expanding her experience and helping her clients benefit from both personalized service and informed, forward-thinking advice.

Learn more about my practice.

Education

  • B.S. in Finance from Fairfield University
  • B.A. in Economics with honors from Fairfield University (Cum Laude)
  • MBA in Finance from Suffolk University

Highlights

  • Investment Adviser Representative (IAR)
  • Holds the CFA Institute Certificate in ESG Investing

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