Claire is a Wealth Advisor Associate on the High Net Worth team, which caters to clients with $3.5 million or more in investment assets. She works closely with the Senior Wealth Advisors to provide investment management and financial planning services to clients.
Prior to joining the firm in 2018, Claire received her bachelor’s degree in Business Administration with a focus in Finance from the University of New Hampshire. Claire began her career at Ballentine Partners as an intern on the investment team and worked throughout her final year at UNH. While at UNH, Claire was an active member of the Atkins Investment Group and served as President of The International Business Honor Society, Beta Gamma Sigma. Claire is a CERTIFIED FINANCIAL PLANNERTM practitioner.
Claire currently lives in Boston, MA, and in her free time enjoys paddle boarding, aerial dancing, and spending time with her friends and family.