Deirdre is a Wealth Management Advisor at RoundAngle Advisors. She serves in multiple capacities at the Firm and specializes in portfolio analysis, reporting, and financial planning.
Deirdre has over 17 years of industry experience. Prior to joining RoundAngle Advisors, she was a Financial Advisor at Merrill Lynch. She began her career at Fiduciary Trust Company in Boston, where she was responsible for performing ongoing monitoring and due diligence of outside investment managers. She was also instrumental in developing the Firm’s asset allocation framework and proprietary screening process. Deirdre’s investment background is utilized today to assist with RoundAngle’s investment process, and she spearheads the Firm’s due diligence process for selecting and monitoring alternative investment managers.
Deirdre received a Bachelor of Science in Economics & Finance from Bentley University. While at Bentley, she spent a semester in London at the European Business School London. She earned a Certificate in Financial Planning from Boston University, and holds the Certified Financial Planner™ designation.
Outside of the office, Deirdre loves to spend time with her family, especially with her young niece and nephew and her beloved dog, Baxter. She is an avid soccer fan, having played and coached for many years as a youth and as an adult.