Eileen plays an integral and vital investment management role in quantifying and expressing client investment objectives in the portfolio construction process. She values the relationship and trust Experiential Wealth builds with its clients. She strives to reinforce that trust through portfolio monitoring and analysis to align each portfolio with stated client objectives. Eileen is responsible for conducting investment strategy search and manager analysis and preparing quarterly investment and portfolio performance reports. She is responsible for maintaining the firm’s portfolio management system and the execution of trade orders. Eileen joined Exper