Introduction
My focus
With over a decade of experience in the financial services industry, I bring a unique blend of skills encompassing portfolio management, tax preparation and planning, and comprehensive financial planning. As a non-practicing attorney, I possess a deep understanding of the expectations our attorney clients have for Nixon Peabody Trust Company, enabling me to coordinate our services in a consistent and scalable manner.
Drawing from my extensive background, I coordinate internal Nixon Peabody teams to ensure we consistently provide our clients with the most helpful and thoughtful assistance possible.
Looking ahead
Nixon Peabody Trust Company has recently completed a review and implementation of new policies alongside a revamped organizational structure. These strategic updates not only ensure compliance with regulatory standards but also elevate the level of service we provide.
We are now well-positioned to showcase the breadth of expertise we offer. Our role as a partner and trusted advisor is pivotal to the long-term success and well-being of our clients. It is a tremendous honor and responsibility to be invited by both our clients and the firm to contribute to this mission.
Education
Trinity College, B.S., with honors in Economics
University of Connecticut School of Law, J.D., Certificate in Tax
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner / Practice Group Leader, Private Clients- Boston
- Office:+1 617.345.6157
- emoreno@nixonpeabody.com
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