About Erin
Erin counsels high-net-worth individuals and families on a wide range of wealth management and investment advisory services, including financial planning, investment management, and tax planning.
Previously, Erin acted as a primary contact for Focus Partners' custodial relationships and a point person for various client service requests.
Erin enjoys playing in curling and bocce leagues.
Education and Professional Milestones
- Wellesley College – bachelor’s degree in mathematics and classical civilizations, cum laude
- Harvard Divinity School – master’s degree in theological studies
- Has also held a financial services role for Long Wharf Investors
- Volunteers weekly at a local soup kitchen and serves as the treasurer of her college alumnae class