I am originally from Massachusetts; and have lived in Rhode Island since 2008.
As a part of this community, I have a passion for its sustainable future. I am a volunteer at The Rhode Island chapter of Citizens' Climate Lobby, working on climate change solutions with other local supporters. I am a member of REI: RENEW Energy Initiative, the association driven to promote energy-efficiency in organizations throughout New England. If you would like to integrate ESG considerations into your investment process, work with me to identify investments that might be right for you.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and lives.