Emma Poalillo is a Wealth Management Associate at the firm. She first started interning as part of the team in 2009, while attending High Technology High School in Lincroft. Emma returned as a full-time member of the staff in November 2023 after gaining experiencing in portfolio valuation and investor relations. She has Series 63 – Uniform Securities Agent license and is currently pursuing her Series 7 – General Securities Representative license and CFP professional certification.
Emma earned her B.S. in Business Administration with a concentration in Finance and Economics from Babson College. She also holds an engineering design certificate in User Oriented Collaborative Design from Franklin W. Olin College of Engineering.
Outside of work, Emma can be found solving puzzles, cooking, or tending to her plants.