A graduate of the University of New Hampshire, Andrea has been with the firm since 1982. She supervises all aspects of client service, operations and administration for the team. This includes assisting clients with year-end tax matters, working with the legal department to facilitate restricted and control stock sales, and monitoring Alternative Investment requirements.
Andrea's hobbies include skiing and cooking.
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Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC. J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp are affiliates of JPMorgan Chase Bank, N.A.
Investment products: Not FDIC insured • No bank guarantee • May lose value