Hillary joined TwinFocus as a Senior Associate with six years’ experience in private wealth management, focusing mainly on client service and holistic wealth planning.

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Education

Hillary received her Bachelor of Arts degree in Business Administration from Hartwick College.  Hillary is currently pursuing her Certificate in Financial Planning through Boston University in pursuit of the Certified Financial Planner Practitioner designation.

She is a member of the Client Advisory Team and works directly with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach.

Prior to joining TwinFocus, Hillary spent three years at Seaward Management as a Portfolio Associate advising families on attaining their long-term financial objectives. While at Seaward she worked closely with high net worth families managing all aspects of the clients’ day-to-day activity for some of the firm’s largest and most complex relationships. Hillary began her investment career at Windward Investment Management (now Windhaven Investment Management), working within the Wealth Management group for three years.

Born and raised in Maine, Hillary has a passion for skiing. She remains an avid skier and loves to chase fresh tracks and powder at any opportunity. Hillary enjoys the adventure of international travel and exploring all the East Coast has to offer. Hillary resides in Boston’s Beacon Hill.