People
Client Services
Barbara Flaherty
Senior Relationship Manager
As a member of our Client Service Team, Barbara Flaherty works directly with clients to provide fiduciary support, deliver proactive client solutions, fulfill client requests and communicate changes in the Firm's investment philosophy.
Barbara has over twenty five years of client service and fiduciary experience working in private banking institutions in Boston. For the past seven years, she has specialized in trust and estate planning. Most recently she worked at BNY Wealth Management, providing trust administration and investment management services to clients.
Barbara has a Bachelor of Arts from Boston College and a Masters of Business Administration from Suffolk University. She is also a graduate of the National Graduate Trust School.