With a Bachelor of Arts (B.A.) in Finance and a minor in Economics. Sophia brings a strong foundation in finance, with prior experience at Boston Private Bank & Trust, as well as analyst roles at EMC and Dana-Farber Cancer Institute. In her current role, Sophia works closely with an assigned group of clients, managing their day-to-day service needs and providing guidance on account-related matters.
She serves as a key point of contact, collaborating with advisors and partners to prepare for client meetings and ensure a seamless planning experience.
Sophia also supports the firm’s financial planners and advisors by conducting data analysis and research to meet each client’s unique planning goals.Outside of the office, Sophia enjoys spending time with her husband and three children in the beautiful Lakes Region of New Hampshire.