As a third generation Financial Advisor, Nora is deeply rooted in the fundamental disciplines of investing and caring for clients. She distills finances into understandable terms and is passionate about educating people to build confidence in their future. Nora was voted a Top 40 Under 40 professional by Boston Business Journal in 2017 and was voted a Top 40 Under 40 Financial Advisor by Investment News* in 2016.
She regularly works out of our offices in Easton, Boston and Wellesley while taking meetings by appointment in Danvers or Norwell.
Nora's primary passions are working with individuals and sharing financial insight with the public in group workshops and through the media. She conducts educational seminars on financial topics and speaks at many national conventions. This past spring she shared the stage with Arianna Huffington in front of over 1,100 people as part of the Boston Business Innovation Conference. Nora has spoken at over 300 different events including at Harvard Business School. In addition, she leads the popular Women Wine & Wall Street monthly series.
She has appeared on NBC Boston TV, New England Cable News TV's Money Saving segment, WBZ News Radio 1030 AM, Boston Herald Radio, WMJX Radio 106.7FM, Huffington Post Live, Money Matters Radio, Radio Entrepreneurs, and more. She is also quoted regularly in Forbes, CNBC.com, Yahoo Finance, US News & World Report, Banker & Tradesman, NerdWallet and MarketWatch.
Nora has a Bachelor of Science degree in Biology and Mathematics with Honors from Providence College. She completed her MBA at MIT Sloan. This intense immersion into quantitative analysis and advanced investment techniques allow her to bring clients cutting edge ideas and strategies developed by some of the most intelligent minds in the world of business and finance. She has passed the Series 7 and 66 exams and is a CERTIFIED FINANCIAL PLANNER™ , Certified Divorce Financial Analyst, and Certified Plan Fiduciary Advisor.
Nora volunteers for The Boston Club, Women’s Bar Foundation and MA Seaport Economic Council. She also enjoys embellishing the local foodie scene and traveling. Latest stop: South Korea.
