“I love learning about what people want to achieve with their wealth and then coming up with valuable solutions to help them reach their goals. I always try to put myself in their shoes and advise them with the same care I would give to my own family members.”
Betsy, as her friends call her, has been working closely with wealthy individuals and families for more than 16 years. Prior to joining Lexington Wealth Management, she spent more than nine years as an Investment Officer at PNC, where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high-net-worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007.
In 2006, she was awarded the Certified Financial Analyst® (CFA®) designation. She has a Bachelor of Science degree in Management from the A. B. Freeman School of Business at Tulane University, where she also received a degree in Finance. She is a member of the Boston Security Analysts Society and the Boston Estate Planning Council.
Betsy is actively involved with her alma mater, Tulane University, and has served as the New England Club President since 2010. She lives with her husband, daughter, and son in Cambridge, MA. During her free time, she enjoys playing tennis at the Mount Auburn Club and the Newport Beach Club.