People
Barbara Flaherty
Vice President, Client Services
As a member of our Client Service Team, Barbara Flaherty works with selected clients to provide whatever fiduciary support and account information they may need on a day-to-day basis. She serves as liaison between North American Management's client service team and the client's outside attorneys and accountants.
Barbara has over 25 years of experience working in major Boston private banking institutions. In addition to her many years in private banking, she has specialized in trust and estate planning for the past seven years. Most recently she worked at BNY Wealth Management providing trust administration and investment management services to clients.
Barbara has a BA from Boston College and an MBA from Suffolk University. She is also a graduate of the National Graduate Trust School.