TJ joined our team as an Operations Specialist in 2023 and recently transitioned to a Client Service Associate.

The Client Service Associates’ primary goals are to support and improve services for our clients and the firm. They work closely with the client team and are tasked with a variety of client support functions such as opening new accounts, transferring securities to custodial accounts, confirming securities’ cost basis, and perform cashiering for clients.

TJ graduated from Trinity College with a BA in Economics and currently resides in Andover, MA. In his free time, he enjoys skiing, golfing, and spending time with friends and family.