Daniela Stringa
Client Relationship Specialist
Education
Manchester Community College
AS
As a Client Relationship Specialist, Daniela is the primary contact for clients’ day-to-day needs. Her responsibilities include client onboarding, money movement, gift processing, investment performance reporting, and providing tax information. Daniela develops close relationships with her clients to ensure consistent and exceptional service. She also supports our portfolio management and wealth planning professionals.
Prior to joining the BFS, Daniela was a Senior Client Service Specialist at Connecticut Wealth Management. She brings 15 years of industry experience to the firm.