Hugh C. Judge, Portfolio Manager; Caitlin M. Hickey, Senior Portfolio Administrator
As a client, you have direct access to the individuals responsible for managing and administering your portfolio. Both you, and we, recognize that long-term, meaningful relationships are paramount to a successful client experience.
You will work with a primary Portfolio Manager and Portfolio Administrator and a specified back up for each of them who know you and your situation.
You will also be supported by the depth of our entire firm – professionals in wealth management, investment research, trust services, and operations – who work behind-the-scenes on your behalf. Our group will work in collaboration with your other professionals to put in sync a thorough plan for your future.