Wealth Management Analyst
Phone: 203.468.7228 x133
Claire is a Wealth Management Analyst who joined GSB Wealth Management in January 2021 after joining CTMA in February 2020. In her role she supports the firm’s RAMP offering by facilitating the client on-boarding process. She also works closely with the firm’s custodian to ensure that client contributions and distributions are processed properly.
Prior to joining CTMA she spent 4 years in the marketing field, most recently as the Marketing Director for a music technology start-up company in New York City.
She graduated from the Rochester Institute of Technology with a B.S. in Business Administration. She is a member of the CFA Society Hartford and is currently studying for her Level I CFA exam.
Claire is a lifelong Connecticut resident who, in her spare time, enjoys exercising and reading. She comes from an avid football family which includes a family member that played in the National Football League.