Ms. McNally has over 10 years of experience in the wealth management industry. At First Republic, she creates customized portfolios for individuals, small businesses and nonprofit organizations. Prior to First Republic, she held positions at Morgan Stanley and UBS as a Senior Client Service Associate. In recognition for her work, Ms. McNally was recognized by Forbes as a Top Next-Gen Wealth Advisor in 2017 and 2018.
Active in her community, Ms. McNally is a mentor with Student Sponsored Partners, a local nonprofit dedicated to providing 7,000 low-income students with a high-quality and private high school education.
Ms. McNally earned her Bachelor’s degree in Finance from Providence College. There, she was a member of the Division I Women’s Swim Team. She also holds the Chartered Financial Analyst® designation, and is a member of the New York Society of Security Analysts and CFA Institute.
Wealth Management Experience: Since 2006
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