Client Service Specialist
Claire joined Pinnacle Investment Management in 2004, which was acquired by Mercer Advisors in 2018. She brings more than 20 years’ experience in areas of bank trust and estate planning, investment management and office operations to Mercer Advisors. Claire has a degree in applied science and has completed all coursework for a CFP® designation. She grew up in upstate New York and lived in Maine before moving to Connecticut. She lives in North Granby, Connecticut with her husband Paul.