Emily Levine

Emily brings over 20 years of seasoned experience to her pivotal role in overseeing the firm’s trading, reporting, and analytical systems. With a profound dedication to aligning investment portfolios with clients’ long-term financial planning objectives, she stands at the forefront of implementing and monitoring strategies that help ensure client satisfaction and financial success.

Emily’s expertise extends to her active participation in the Investment Committee, where she contributes to the meticulous investment selection process and ongoing due diligence, underscoring the firm’s commitment to excellence in investment management. She is also a key contributor to the firm’s Compliance Program, where she helps ensure the integrity of policies and procedures, conducts rigorous testing, and manages regulatory filings, safeguarding the firm’s adherence to SEC standards and regulations.

Emily is valued by her team for her innovative mindset, and commitment to leveraging cutting-edge trading systems and technologies to facilitate the firm’s growth and scalability. She excels in unraveling the complexities of financial operations, constantly seeking ways to enhance efficiency and effectiveness.

Residing in Hopkinton, MA, with her husband and two children, Emily actively participates in youth sports, running, and tennis.

“My role is not just about overseeing operations; it’s about fostering trust, driving innovation, and delivering results that resonate with clients’ goals and the firm’s vision for success. I’m driven to ensure our clients have true confidence when placing their trust in us.”