Jamie is a Wealth Planner at the firm.
Prior to joining the firm in 2021, Jamie was a Client Service Supervisor in the Global Cash Management Department at Brown Brothers Harriman. In this role, she served as a primary point of contact for institutional clients, supporting both long- and short-term cash management initiatives. Earlier in her tenure, Jamie held roles as a Senior Treasury Compensation Analyst, where she focused on interest and claims programs, and as a Senior Analyst on the Cash Operations team.
Jamie graduated from Simmons College with a Bachelor of Science in Business Administration, with dual concentrations in Finance and Economics. While at Simmons, she was a member of the women’s basketball team.
Jamie currently resides in Westborough, Massachusetts. In her free time, she enjoys reading, hiking, following Boston sports, and spending time with family and friends.