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 was working 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 from 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. In her free time, she enjoys volunteering at Ambrose Elementary School and has been actively involved with supporting Ukrainian refugees in Poland. 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 dog, Ginger.