Barbara’s meticulous attention to detail serves our clients well as she handles the essential daily elements of our investment operations. In her role as a liaison with our custodian Fidelity, she ensures that every detail of our client portfolios is accurate, from trade settlement to account reconciliation. Barbara is responsible for managing and customizing our in-house portfolio accounting and reporting system.

Barbara has been with Avalon since the company was founded and has worked in the financial industry for 20 years. She earned her bachelor’s degree in business management from the University of Phoenix.