Willow Street Group Team Expands

In recent months, Willow Street Group has been fortunate to enhance the talent of its team, and we feel that is important news to share!

Lisa Jennings, Operations Coordinator, is the first point of contact for visiting clients and advisors and supports daily operations in a variety of ways.  Her prior experience in the financial services industry, retail sales and involvement as a current board member of the National Museum of Wildlife Art are valuable additions the many services we provide.

Adam Hoke has enthusiastically put his professional interests to work as our Operations Specialist, after graduating from The College of William and Mary with a major in Economics and with an Accounting minor from the Mason School of Business.  Adam focuses on cash flow management, compliance and analytical projects.

Maire Herron, a native of north Boston and graduate of Saint Michael’s College, brings honed skills and relevant family office experience to her role as Client Services Manager for Willow Street.  She works closely with families, assisting them with day-to-day needs, cash flow management and analysis for special projects.

Read more about the Willow Street Group team here.