Cynthia is responsible for assisting Wealth Managers with client needs including research, coordination with custodians and preparation of client reports. She also supports the Operations department, including the execution of trades, initiating money movements, and maintenance and updates to Portfolio accounting database. Prior to joining Manchester Capital in 2014, Cynthia was an Investment Advisory Assistant at Curran Investment Management, a registered investment adviser in Albany, NY.
Cynthia earned her M.B.A. with concentrations in Finance and International Business from the University of San Francisco. She holds a B.S.B.A. with concentrations in Finance and Management from the University at Albany, State University of New York. Outside of work Cynthia enjoys cooking, traveling and spending time with her family.
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Herd of elk graze in pasture on the outskirts of Whitefish, Montana, USA. By Danita Delimont, Adobe Stock Images. Perusing our website, you...
