As a Relationship Manager Becky’s main objective is to build client relationships based on trust. Whether tackling administrative tasks, addressing a problem or understanding and relaying client needs she strives to ensure a quick resolution while providing transparency to the client.
Becky has almost 20 years of experience in financial industry. She started her career as an intern at Putnam Investments and after 4 years and various roles moved on to Brown Brothers Harriman (BBH). Prior to joining Twelve Points Becky spent 15 years at BBH and most recently was a Client Service Manager leading a team that supported multiple Investment Management Companies. While she enjoyed her position and her clients at BBH, Becky made the move to Twelve Points to work with individual clients rather than large firms and to make a difference on a personal level.
Born and raised in MA, Becky received her degree from the University of Massachusetts at Dartmouth. An avid dog lover and rescue advocate, in her free time, she fosters and assists with administrative duties for a local dog rescue. While not at work and not tending to her dog rescue duties Becky can also be found training for marathons/ultra-marathons that her brother and friends have convinced her are a good idea!
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.