Emily provides operations and technology support, that contributes to AAF Wealth Management being a world-class Registered Investment Advisory (RIA) firm. She works closely with internal partners, including Wealth Advisors, to provide holistic solutions, with a focus on maximizing returns while minimizing risks.
As a member of the Investment Committee, Emily participates in the firm’s regular and thoughtful process of investment selection, monitoring, and portfolio implementation. She is committed to ensure AAF Wealth Management maintains accountable for a disciplined approach to investing and credibility among client investors.
Emily enjoys building strong relationships, in addition to remaining fluent in the systems and processes of the organization. She regularly contributes ideas to support more efficient operations and to collaboratively resolve complex issues. This includes solutions to enhance and consistently deliver the firm’s high standard of service.
Emily joined AAF Wealth Management in 2018 with more than 15 years of experience in the financial services industry. She earned a Bachelor of Science degree in business management and human resources from Florida State University. She serves on the Endowment Committee of Congregation B’nai Shalom in Westborough, MA and lives in Hopkinton, MA with her husband and two children.
“I focus on providing the type of boutique experience our clients deserve, which is comprehensive, meaningful and optimizes collaboration, transparency, and responsiveness…”