Client Relationship Manager
Ali joined the Freedom Trail Financial team in 2023. In her role as a Client Relationship Manager, she leads the firm in all client service-related needs. She provides administrative and technical support to the firm, while also ensuring the firm’s day-to-day operations run efficiently.
Prior to joining Freedom Trail Financial, Ali worked in various roles in the financial services industry. In her early career she worked as a trust and portfolio associate at both BNY Mellon and SSGA in Boston. Then, she joined a trading desk supporting portfolio managers at Roxbury Capital Management in California and held positions as an investment analyst and consultant working closely with advisors on client meetings and assisting with portfolio reviews at Greycourt & Co in Pittsburgh, Pennsylvania. In her most recent client service role, Ali worked at an independent wealth management firm in Massachusetts. She earned a Bachelor of Arts degree from Colgate University.
Ali and her family have an adventurous lifestyle; they lived in London and Singapore while their kids were small. In her free time, Ali is passionate about being a leader for her daughter’s Girl Scout troop and she enjoys her kids’ activities let that be watching her daughter perform at a local theatre or spending time at the golf course with her son.
She ultimately loves spending time with her family and cats, attending her local supper and book club, gardening, and yoga.