People
Deborah Cartisser
Vice President, Client Services
Deborah is Vice President of Client Services with North American Management. In this role Deborah helps clients to identify their financial needs and objectives, and coordinates the client’s service team to create a uniquely tailored plan to achieve the client’s individual goals. Deborah is creative and flexible, and enjoys the dynamic challenges of her work. Prior to her client service role, Deborah was the Director of Operations for North American Management where she oversaw both operational and business mergers. Her background also includes additional account management responsibilities as well as an operational role for Putnam Investments. Deborah is a graduate of Kenyon College, with a major in Political Science. She is currently enrolled in the CFP certification program and is a Board Member of the Women’s Network Advisory Board of the Boston Chamber of Commerce.