LEIGH W. ANDERSON
Client Administration
Leigh assists in client reporting, financial planning, compliance and general office administration. Her responsibilities include the confidential organization and maintenance of client information, correspondence and other records.
Leigh has previously worked at Day Pitney and Merrill Lynch. She received her B.A. from Lehigh University in 1982.
CLAUDIA E. MOTT
Financial Planning Associate
As a Financial Planning Associate, Claudia is responsible for preparing financial plans designed to help clients understand both their current financial situation and the outlook for the future. She also prepares topical studies and commentary for the firm’s newsletters and publications.
Claudia spent 13 years on Wall Street covering the small-cap segment of the stock market for Prudential Securities. She was named to the Institutional Investor All-Star Team for nine consecutive years and was the top-ranked small-cap analyst for eight years. Her insights and comments on the small-cap market were frequently quoted in financial publications such as the Wall Street Journal, Investor’s Business Daily and Money Magazine and she appeared regularly on CNBC. Her investment research has been published in the Journal of Portfolio Management and in a number of books on Small-Cap investing.
In 2007, she enrolled in the Certified Financial Planner® program at Fairleigh Dickenson and passed the exam in November of 2008. She also holds the Certified Divorce Financial Analyst™ designation. Claudia graduated cum laude with from the University of Massachusetts at Amherst with a degree in Organizational Behavior and completed her MBA at Boston University. As an active member of her community, she has served as Library Trustee, Scout Leader and PTO committee chair. She is an avid equestrienne and also enjoys gardening.
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