Claire is a Wealth Advisor Associate and part of the high net worth team that caters to clients with $3.5 million or more of investment assets. She primarily supports the Senior Wealth Advisors and provides investment management and other 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. After her junior year at UNH, Claire began working at Ballentine Partners as an intern on the investment team. She continued her internship throughout her senior year. While at UNH, Claire joined the Atkins Investment Group as a Fixed Income Analyst and served as President of The International Business Honor Society, Beta Gamma Sigma.
Claire currently lives in Brighton, MA. In her free time she enjoys spending time with her friends and family and stays active by dancing, paddle boarding, and playing volleyball with her younger sister.