Ellen is a relationship manager for private wealth and institutional clients and specializes in retirement plan administration. She is responsible for portfolio administration, operations, and tax servicing.
Ellen began her career in 1982 and joined the firm in 1991. Previously, she 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.