Rosemary brings more than 30 years of experience in the banking and financial services industry and has been part of Equitable’s Precision Private Wealth team since 2025. She supports municipal employees, including public school teachers, and provides dedicated service to ensure their day‑to‑day client and operational needs are met efficiently. Rosemary also partners closely with Financial Advisors to help manage client relationships and retirement planning needs.
Rosemary is a graduate of Boston College, where she earned her degree in Accounting with high honors. Originally from New Rochelle, NY, she has lived in Westwood, MA for 25 years with her husband Richard and their daughter Maddie. She enjoys traveling with family and friends, playing tennis, cheering on New England sports, cooking, and reading.