Gail is a Principal and Relationship Manager at Aurora Financial Advisors. Her primary responsibilities include creating, implementing, and managing financial plans specifically designed to meet client needs and objectives, as well as continuously monitoring client circumstances and recommending plan adjustments as necessary. Gail is a member of the investment management committee which is responsible for the development, implementation and monitoring of client portfolios. In addition, Gail is responsible for the smooth functioning of the Westford office.
Gail has a BS in finance, summa cum laude, from Northeastern University and is a Series 65 registered investment advisor.
For six years prior to joining Aurora, Gail was a Vice President and Relationship Manager at North American Management in Boston where she served as a primary liaison with clients. She actively participated in the development, execution, and management of customized financial plans for each relationship. She coordinated the internal and external services for all aspects of each relationship—investment management, financial planning, estate planning, and tax planning.
Before working at North American, Gail was the Vice President of Administration and Clerk for First Lexington Capital for 30 years. While there, she was responsible for preparing First Lexington’s corporate financial statements and SEC filings, and was the primary liaison between the firm and its principal custodian, State Street Bank. Gail had extensive interaction with clients and was responsible for the preparation of client portfolio valuations, calculating investment performance, and monitoring daily activity in each account.