Jill has been with the firm since 2019 and has seen her role expand to Operations Manager. Working closely with the entire team, Jill assists clients with their accounts, questions and asset movement needs.
Jill has a background in banking and finance including experience as a Vice President for PNC Bank and FirstBank, Colorado where she managed operations.
Jill holds a Bachelor’s Degree in Economics from the University of Massachusetts, Amherst and an MBA from Bentley University in Boston. In her free time, she enjoys spending time with her husband and three children and exercising. Jill has also served on various nonprofit boards as treasurer and auditor.