Claire joined Capital Analysts of New England in 2025 with over 18 years of experience dedicated to partnering with Advisors on portfolio construction, investment due diligence, holistic financial planning, and innovative Wealth Management solutions. Most recently, Claire served as the Head of Portfolio Solutions at Fiduciary Trust Company, where she led the portfolio analyst and trading division responsible for clients’ customized investment accounts. Previously, Claire held senior investment and strategy roles at Morgan Stanley Smith Barney, Hightower Advisors, AllianceBernstein (AB), and in the Wealth Management division of E*Trade for Morgan Stanley. Claire holds a bachelor’s degree in Economics from Middlebury College and is a Chartered Financial Analyst level II candidate. Outside of work, Claire is passionate about childhood cancer fundraising and advocacy. She and her husband spend their spare time coordinating their children’s many activities around the town of Needham, MA.