Patricia Brennan Leary, CFA, CTFA

Manager, Client Relationships

Ms. Leary is a relationship manager for individual and institutional client portfolios and has portfolio management, client service, portfolio administration, and trust operations responsibilities. Previously, Ms. Leary was responsible for managing institutional consultant relationships, and contributed to marketing and business development activities.


Prior to joining Boston Trust in 1998, Ms. Leary worked at U.S. Trust Bank and Citizens Financial Group. She holds the Certified Trust and Financial Adviser and Chartered Financial Analyst® designations, and is a member of the Boston Security Analysts Society and the CFA Institute. She earned a BA from the University of Vermont and an MBA from Boston College.