Gwen enjoys boating and fishing with friends and family.
Gwen joined the firm in January 2023 as a Performance Analyst. She received her bachelor’s degree from Boston University and has extensive experience in the investment management industry. Gwen spent the last 20+ years working in various performance roles at Fidelity and then Manulife. Gwen is responsible for developing and maintaining policies and procedures applicable to GIPS compliance for the firm.
Gwen and her husband, Doug, live in Cohasset and have three children along with three rescue dogs, all of whom keep her busy outside of the office. She enjoys travel, gardening, watching sports and spending time with her family and friends in her free time.