Izabela E. Hallett, CFP®, CIMA®
Director of Client Development
Izzy leads the firm’s client development efforts. Prior to joining Vigilant, Izzy was a Senior Regional Director at Chicago-based institutional investment firm, William Blair. She worked with registered investment advisory firms, trust departments of banks and financial advisors optimizing client portfolios, educating clients on market conditions and increasing client relationships. Izzy started her career at Cantor Fitzgerald in New York trading bank loans in their corporate bond division and later went on to work closely with financial advisors at asset management firms, Rorer Asset Management in Philadelphia and Roosevelt Investments in New York. Izzy received her BS in Finance and Marketing through the Carroll School of Management Honor’s Program at Boston College where she also served as President of the Women’s Rugby Team. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst certification. She is also a member of the Investments & Wealth Institute and The Boston Women Leaders Association. Izzy is an active volunteer member of the EnKa Society in her local community and sits on the advisory board for Winchester Hospital. Izzy and her family enjoy hiking, kayaking, boating and skiing in Maine. She lives in Winchester, MA with her husband, Dave, children, Danielle and Joey and dogs, Ginger and Koda.
New Hampshire
18 Congress Street - Suite 209
Portsmouth, NH 03801
(603) 431-3498
Maine
One Monument Square - Suite 601
Portland, ME 04101
(207) 523-1110
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HTA Client Relationship Summary
HTS Client Relationship Summary
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