Eileen provides counsel to individuals and families on asset allocation, portfolio design and rebalancing strategies. As a Certified Financial Planner (CFP®), Eileen works with clients on comprehensive wealth management solutions involving estate planning, tax, family governance, and lending strategies. She is also a member of the Private Client Business Council. Eileen joined Fiduciary Investment Advisors LLC in 2017, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Eileen was a Senior Wealth Manager at BNY Mellon and a Senior Trust Officer at US Trust. She received her JD from Western New England University School of Law, MST from the University of Hartford and BA