Client Service Associate
Madison is an integral part of the Client Service Team, providing operational support and day-to-day maintenance of client accounts. She supports the advisory team on all client relationships by leveraging technology and custodial relationships to ensure a smooth administrative process and enjoyable client experience. She has an incredible attention to detail and assists clients with any back-office support requests.
Madison graduated from Sacred Heart University, earning her Masters in Finance and Investment Management, as well as a Bachelor’s in both Finance and Economics, and she brings prior experience in finance and family law. Madison lives in Connecticut and volunteers for her mom’s non-profit, Westies Cares, which gives back to the community of West Haven with continuing-education scholarships, food drives and blood drives.