Emily is a Principal in our Boston office. She has more than seven years of financial services experience as a portfolio strategist and client services associate.
Prior to joining Cerity Partners, Emily was a Portfolio Strategist with Bainco International Investors, where she delivered individualized investment strategies to help clients achieve their financial goals. She also helped manage and implement the firm’s Efficient Asset Allocation Program.
Emily earned her Bachelor of Science degree in Finance and her Bachelor of Arts degree in Economics, Cum Laude, from Fairfield University. She received her Master of Business Administration with a concentration in Finance from Suffolk University. Emily is an Investment Advisory Representative.
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