As an Executive Assistant to the Wealth Strategy Team at Gresham, Emma assists the Chief Wealth Strategist and other members of the team.
Emma joined Gresham in 2017 as a Client Service Coordinator and in 2022 was promoted to Executive Assistant to the Wealth Strategy Team. Her role includes coordinating and managing executive scheduling, preparing and organizing wealth planning documents and supporting client related initiatives.
Prior to joining Gresham, Emma worked as a Marketing Associate at Institutional Capital, LLC.
When she’s not working, she’s usually wrangling two energetic kids, attempting to keep her garden alive, or planning her next girls’ getaway.
Education Background
- B.S., Business Management, State University of New York College at Buffalo
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