Newsletter Q4 2014

Happy New Year! We start the year with good news. First, Pamela Weldon has been named Operations Manager in addition to her Senior CSA role (Client Service Administrator). Ashley Buffone has been promoted to Senior CSA. Client feedback has consistently reflected our very positive day-to-day interactions with these two professionals. We rely on their good judgment and diligence daily and are pleased with their continuing development; they are both a joy to work with, and they support each other so well. At our front desk and on the phone, you will now find Justine Carr has joined us as a CSA. Justine comes to us from State Street Bank where she was a Client Service Specialist and the point of contact for a large number of investment managers. Prior to joining State Street, Justine graduated from the University of Massachusetts – Dartmouth with a B.S. in Finance, minoring in International Business.