Ellen is a relationship manager for individual and institutional client portfolios, specializing in retirement plan administration. She possesses over thirty years of experience in the financial services industry, and has portfolio administration, operations, and tax servicing responsibilities.
Prior to joining the organization in 1991, Ellen worked at United States Trust Company and Boston Trade Bank where she gained experience in commercial banking, bank management and human resources. She holds the Certified IRA Services Professional® designation. She has also held officer and board positions for a number of local educational, sports and religious organizations.