Patricia Brennan Leary, CFA, CTFA

Manager, Client Relationships

Trish is a relationship manager for individual and institutional client portfolios, and has portfolio management, client service, portfolio administration, and trust operations responsibilities. Previously, she was responsible for managing institutional consultant relationships, and contributed to marketing and business development activities.

Prior to joining the firm in 1998, Trish worked at U.S. Trust Bank and Citizens Financial Group. She holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society and the CFA Institute. She also holds the Certified Trust and Financial Adviser designation. She earned a BA from the University of Vermont and an MBA from Boston College.