Client Service Associate
Rita has worked in finance and client service since 2001. She spent 11 years with Pillar Financial Advisors. She also worked at CPA firms Litman Gerson Associates and Edelstein & Company. Rita earned an Associate Degree in Accounting, and thoroughly enjoys working with clients. She has experience with portfolio management systems (AXYS and Portfolio Center) and is QuickBooks online certified.
Rita was raised in Medford, MA and now resides in Winchester. She enjoys cooking, baking, traveling and spending time with her family.