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Paige McInnis

Associate

    Group

    Client Service Team

    Investment Advisory

    Office

    Massachusetts

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    As an Associate, Paige works with Executive Managing Director Kelly Maregni, Associate Director Kayly Elmer, and Senior Advisor Jennifer Ireland to provide tailored family office and investment services for both ultra-high net worth families and foundations. Her primary focus areas include asset allocation, investment performance reporting, and other day-to-day client-related operations.

     

    Paige joined the firm in March 2019 after 8 months at UBS Financial Services, where she gained a wealth of client service and investment strategy knowledge working with a broad range of client sizes.

    In 2018, Paige graduated Cum Laude from Union College with a Bachelor of Arts degree in History and English, and minor in Film Studies. She was a member of Phi Alpha Theta, Sigma Tau Delta, Varsity Women’s Field Hockey, Delta Delta Delta, Honor Council, and wrote for the Union College Chronicle. Throughout her college career, Paige interned with the Marketing Department at Spartan Race. She completed the Securities Industry Essentials exam in November 2018, and is preparing for the Certified Financial Planning exam in the fall of 2020.

    Paige grew up in Franklin, Massachusetts, and graduated from Tabor Academy in 2014.  She enjoys playing ice hockey with her two older siblings, painting, and visiting her favorite restaurants in Boston.