Chief Operating Officer
Peg is Chief Operating Officer, and is responsible for implementing the company’s vision, strategic plan, and business goals, directing all operational, administrative, talent management, and infrastructure activities for the firm.
Previously, Peg was Vice President and Fixed Income Business Manager at Wellington Management Company, a Boston-based global investment firm, and before that Chief Operating Officer of Rampart Investment Management, an RIA specializing in equity options strategies for individuals, family offices, and institutions. During her 24-year career in financial services, she has held executive positions with J.P. Morgan Securities, Fidelity Investments, and Anderson Consulting, now Accenture.
Peg serves on the Board of Directors for 10,000 Degrees, an organization which helps students from low-income backgrounds get to and through college in order to positively impact their communities and the world.
Peg graduated with a Master of Education from the Harvard Graduate School of Education and a B.S. cum laude in Biochemistry from the University of New Hampshire.