“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 provides investment management and financial planning and works closely with a diverse group of new and long-term clients that includes doctors, scientists, lawyers, business owners and divorcing individuals. She is also a member of Lexington’s Investment Committee.
Prior to joining Lexington Wealth Management, she spent 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 Chartered Financial Analyst® (CFA®) designation. In 2021 she received her Certified Divorce Financial Analyst® (CDFA®) designation. She has a bachelor's 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, Massachusetts. She enjoys playing tennis at the Lexington Tennis Club, learning to play golf and skiing with family and friends.