Relationship Manager, Family Office Services
Ultra-high net worth families have complex needs. Renee loves getting to know these families; their histories, their passions, their concerns, what makes them tick. Renee feels each family deserves a unique, personal approach and each deserves a dedicated team that listens, asks questions, and problem solves on their behalf. Her motto is to treat each client as if they are the only one.
Renee is well versed in the Financial Services Industry with over 23 years of experience. In 1994, she started with Alliance Bernstein L.P., quickly learning the basics of investing and customer service. In 1997, she went to work on the retail side for Merrill Lynch. There she spent 11 years providing support for one team and developed deep ties with their clients. Moving up to Boston in 2008, she went to work at Morgan Stanley (formerly Citi Smith Barney) for a Private Wealth Management team which specialized in servicing the financial needs of affluent families. In 2017, drawn by the close-knit feel and the principle of bringing trustworthiness back to an industry which has seen a decline in consumer confidence, Renee made the switch to Twelve Points.
Born and raised in NY, Renee received her degree from The State University of New York at Albany. An avid skier, Renee meet her husband at Killington and then moved to the Boston area to be closer to him and the mountains. Renee and her family currently reside in Westford, MA. With two young boys and a dog, there is rarely free time, but when there is, Renee enjoys baking, crosswords, reading fiction and dabbling in Interior Design.
Renee holds 66 securities licenses.
*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.