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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“J.P. Morgan Securities” is a marketing name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
Investment products: Not FDIC insured • No bank guarantee • May lose value