Molly rejoined Windrose Advisors in 2022 as a member of the Client Service Team, bringing a deep understanding of the firm’s values and commitment to exceptional client care. In her role, she collaborates closely with the client operations, and investment teams to provide end-to-end support, including portfolio administration, investment execution, and detailed client reporting, with thoughtful tax planning embedded throughout to help optimize outcomes for each client. Molly plays an integral role in delivering a seamless client experience, ensuring each relationship is managed with precision, responsiveness, and a personal touch. She also supports families with estate and wealth planning administration, helping ensure their financial structures align with long-term generational goals.

Molly began her career with Windrose Advisors in 2013 as an administrative assistant, gaining early exposure to the firm’s client-focused culture and collaborative environment. Rejoining the team in 2022 felt like a full-circle moment—returning to a place that felt like family. In the years between, she served as an Investor Relations and Accounting Manager at a boutique private equity firm, where she was responsible for investor communications, financial reporting, accounts payable and receivable, and marketing initiatives.

She earned her Bachelor of Science in Business Administration, with a concentration in Hospitality Management, from the University of Massachusetts Amherst. Outside of work, Molly enjoys spending time with family in her hometown on Cape Cod. She currently resides in Franklin, Massachusetts with her husband and son.