Hilary O'Malley
Executive Director & President
Hilary grew up in Boston, graduated from Bentley University and has been providing financial guidance to families in New England as well as many states across the country with more than two decades of experience in the financial services industry. Hilary has refined a comprehensive wealth management process designed to assist clients in navigating both immediate and long-term financial objectives.
Hilary earned a Bachelor of Science in Economics and Finance from Bentley University and is in the process of completing her MBA from the University of Massachusetts. Hilary holds FINRA series 7, 63, 66 and a BFA.
Hilary now resides on Cape Cod and enjoys family time with her three children Sadie, Kimbal and Ryan all of whom have been her biggest supporters through out her financial career.