Francesca is part of Winthrop Wealth's Investment Portfolio Management team, working toward the team’s goals alongside Andrew Murphy, our Co-Chief Investment Officer.
Prior to joining Winthrop Wealth, Francesca kick-started her career at Eaton Vance as a Mutual Fund Services Representative and went on to become a Wealth Strategies Group Analyst covering an array of alternative investment strategies such as Direct Indexing SMAs, Option Overlay programs, Charitable Giving vehicles and Private Placement offerings.
In 2021, Francesca earned a Bachelor in Business Administration degree in Finance from the Isenberg School of Management at the University of Massachusetts at Amherst. She holds her Series 7 and 63 securities registrations through LPL Financial and is an Investment Adviser Representative with Winthrop Wealth.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.
Explore Mount Everest parallels in finance. Trust experienced advisors for a safe financial descent. Personal Finance Sherpas: Safe Descent