Arlene J. Adler, Senior Vice President, joined the firm in 2004. Arlene is a Wealth Advisor providing financial counseling services to high net worth individuals. Prior to joining the firm, she was a banker and financial advisor for the private client groups of Fleet Bank and Citibank. She is on the board of The Armory Foundation, the home of the US National Track & Field Hall of Fame, a member of The Advisory Board of the Breast Cancer Research Foundation and the Mount Sinai Adolescent Health Center. Arlene received a BS from Northeastern University. She was named #105 in New York on Barron’s Top 1,200 Financial Advisors list in 2015.
“Building meaningful relationships with my clients and their families over time allows me to make an impact in many areas of their lives, not only their investments. Being personally involved in their personal celebrations and challenges lets me stay attuned to their changing needs and offer long-term investment solutions that can help them achieve their goals through all life situations. To further position myself as a trusted advisor, I maintain a strong referral network to help connect my clients with other professional advisors who can serve their non-investment needs.”
—Arlene J. Adler, Wealth Advisor