Francesca is one of our newest members of Winthrop Wealth. She is responsible for the continued development of our 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.

 

Francesca loves to travel, meditate, and work out. Currently, her favorite fitness class is Pilates. When she is out of the office, she is spending time with family and friends.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.