Deirdre Hall, CFA®Managing Director Senior Wealth Advisor Private Client Group Wealth Management & Trust New England
Ms. Hall has 15 years of experience working with clients to craft personalized investment management and wealth plans.
Previously, Ms. Hall was a Portfolio Manager for the Wealth Management and Trust division of Boston Private Bank & Trust Company. Prior to joining Boston Private, she was a Portfolio Manager at Rockland Trust. In addition to managing client portfolios, she was responsible for performing both equity and fixed income research, as well as the selection and monitoring of alternative asset classes. Her previous investment management experience includes work as a research analyst at Wood Mackenzie and Appleton Partners. She began her career in the First Call division of Thomson Financial.
Ms. Hall received her Bachelor of Science degree in Psychology from Duke University. She is a Chartered Financial Analyst and a member of the CFA Institute and the Boston Security Analysts Society. Deirdre currently resides in Boston’s North End with her husband and two children.