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.
Head of MCM Real Estate Corbin Rich, Managing Director Adam Cohen, and host Christine Kaming Tomas who discuss The Direct Real Estate Opportunity....
Regularly reviewing existing estate plans is a good financial practice, and the looming change to the lifetime estate/gift tax exemptions at the end...
It seems that Chatbots and Artificial Intelligence are invading every part of modern life. According to recent news reports, over 80% of Fortune 500...