Meet Our Client Service Specialist

Angela Pisano Cotter

“My role is to act as a client advocate, and to ensure that every client’s needs are understood and satisfied.” 

Angela helps deliver the Power of More as an organized and effective communicator with excellent administrative skills. She works closely with our Chief Executive Officer, Chief Investment Officer, and Portfolio Managers, fielding client requests, managing the documentation process, and helping to maintain the flow of information.  Angela’s attention to detail and extensive experience help to ensure that the services we provide are at the highest level of accuracy and precision, a commitment to quality that is an integral part of our overall wealth management process.

Angela has several years of financial services background, most recently as an Executive Assistant and Client Service Specialist with Cambridge Trust Company, Wellesley Bank, and Guardian Life Insurance Company.

Contact us to learn how we can give you the power to achieve more.

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