Meet Our Team
With Aureus Asset Management, you aren’t one advisor’s client. You are the entire firm’s client. Because we believe client service and portfolio management should be a collaborative effort.
Partner, Director of Client Service & CCO
Gina joined Aureus in 2010 and is responsible for relationship management and compliance. Prior to Aureus, she was a Vice President/Senior Account Executive with the Fidelity Investments Private Client Group, where she worked with clients to customize investment and financial planning solutions. Earlier, she held roles in operations, systems, and marketing with Fidelity, Chase Manhattan Bank’s Global Private Bank, and Rockefeller Financial Services.
Gina earned her BA from McGill University and MBA in logistics and finance from the University of Maryland, College Park. She holds the Certified Financial Planner (CFP®) designation and is a member of the Financial Planning Association and the Boston Estate Planning Council.