Chief Operating Officer
Peg is Chief Operating Officer, and is responsible for implementing the Company’s vision, strategic plan, business goals, and directing all operational, administrative, talent management, and infrastructure activities for the firm. She is also a financial advisor, and responsible for the Women’s Financial Council—the Company’s team of women financial advisors. She hosts the Women’s Money Circle, a networking and support group for women who want to master the management of their finances, and directs the Company’s outreach to women who are rebuilding their financial lives following divorce or death of a spouse.
Peg is a Principal of the firm and a member of the Investment Committee. 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 more than 30 years in financial services, she has held executive positions with J.P. Morgan Securities, Fidelity Investments, and Andersen 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. She is currently pursuing a certificate in financial planning from UC Berkeley Extension.