As a third generation Financial Advisor, the investment fundamentals and investment discipline we share with our clients are deeply rooted in Nora. Nora 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 works out of our Easton, Boston and Wellesley offices.
Nora's primary passion is working with individuals and also enjoys sharing financial insight in group settings, as well as through various media channels. She conducts educational seminars in the greater Boston area on financial topics and speaks on personal finance at 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 been a guest speaker to over 60 organizations including Harvard Business School. In addition, she leads the popular Women Wine & Wall Street monthly series.
She's commented for 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's been quoted 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 from Providence College with Liberal Arts Honors. She has passed the Series 7 and 66 exams and is a CERTIFIED FINANCIAL PLANNER™ professional.
Nora is an avid volunteer for the Lion's Club, Children's Museum, Boston Club, Boston Bar Foundation and MA Seaport Economic Council. She also enjoys embellishing the local foodie scene and traveling. Latest stop: Norway.