Broker Check
Hailey Goldman

Hailey Goldman

Investment Operations Manager

Hailey is a graduate of University of Connecticut where she received a bachelor’s degree in finance. Hailey joined the team
in 2017 and delivers a very high standard of client care. She acts as a liaison for gathering client information and also
focuses on the daily operations of various wealth management functions. Hailey helps pursue the philanthropic efforts of
the team and handles the team’s strategic marketing initiatives. Hailey holds her series 7 license.