Fran makes everything happen in our Operations department. As a small independent firm, we coordinate closely with many partners in the field including custodians, compliance supervisors, performance reporting systems, and technology providers. Fran is crucial to all that happens behind the scenes, and the primary point person for clients on all things electronic.

Fran joined the firm in 2001, having begun her financial career in 1991. Outside of the office, Fran enjoys traveling, photography, cooking and spending time with her family.