Isabel is a Partner in our Boston office. She has more than twenty-five years of experience developing individualized wealth management and investment strategies for high-net-worth families. In her role, Isabel works with clients to create personalized Investment Policy Statements and customized asset allocations tailored to their unique financial goals. Her objective is to help clients garner outperformance over full investment cycles by participating in growth markets and protecting in down markets.
Prior to joining Cerity Partners, Isabel was the Director of Portfolio Strategy for Bainco International Investors. During her long tenure, she gained exposure to portfolio administration, investment research and trading, wealth strategies, and marketing.
Isabel earned her Bachelor of Arts degree in International Relations and English from Tufts University and her Master of Business Administration from Dartmouth’s Tuck School of Business, where she currently serves as Chair of Tuck Annual Giving and as a member of the MBA Council.
Isabel is a Chartered Financial Analyst (CFA®) charterholder and an Investment Advisory Representative. She is a member of the CFA Institute, the CFA Society of Boston and the Dartmouth Entrepreneurial Network. Isabel has received the Five Star Wealth Manager Award from 2013-2020.
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