Gina joined Aureus in 2010 and is responsible for client service and relationship management at Aureus. She brings 20 years and a wide array of financial services experience to the firm. Prior to joining Aureus, Gina was with Fidelity Investments Private Client Group as a Vice President/Senior Account Executive. In this capacity she worked with clients to develop customized investment and financial planning solutions. In addition to client management, Gina has also held roles in operations, systems and marketing at Fidelity in Boston, Fidelity Brokerage Services in the U.K., as well as the Chase Manhattan Bank’s Global Private Bank and Rockefeller Financial Services in New York.
Gina earned her BA from McGill University in Montreal, her MBA in Logistics and Finance from the University of Maryland, College Park, and holds the Certified Financial Planner (CFP®) designation. She is a member of the Financial Planning Association (FPA), the Boston Estate Planning Council (BEPC).Contact Gina