Cynthia J. Brightman

Client Relationship Specialist

As a client relationship specialist, Cynthia is the primary contact for clients’ day-to-day needs. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Cynthia develops close relationships with her clients to ensure consistent and exceptional service. Cynthia also supports our senior portfolio management and wealth planning professionals.

Cynthia has over 15 years of experience in wealth management. Previously, she was a senior wealth management specialist at People’s United Advisors and its subsidiary, Olson Mobeck Investment Advisors.