Barbara Smilgis has been a staple of our client services team since 2010, with 19 years of financial services industry experience. She works with advisors and clients to transition portfolios to our management team, navigating the documentation process and servicing accounts following portfolio transitions. Along with her work supporting clients and advisors in portfolio transitions, she supports the work of our group retirement team.

When Barbara is not addressing concerns and finding answers to client questions, she loves spending time with her 3 daughters. She calls Pennsylvania home, despite her persistent New England accent.