KLR Wealth Management, LLC Hires Judith Cullinane as Director of Client RelationsAugust 03, 2020
KLR Wealth Management, LLC is pleased to announce that Judith (Jody) Cullinane has joined their team as Director of Client Services.
KLR Wealth Management, LLC is pleased to announce that Judith (Jody) Cullinane has joined their team as Director of Client Relations. As the Director of Client Relations, Jody’s primary focus will be providing critical client support and helping our clients with the resources and guidance needed to achieve their financial goals.
Jody began her career at Appleton Partners, Inc., where she worked for 15 years as an Assistant Portfolio Manager working with high net worth families. Most recently, Jody was the Director of Client Relations for Napatree Capital and a Sales Associate and Client Service Coordinator for Washington Trust Wealth Management.
“We are delighted that Jody has joined us on our mission to provide clients Personal CFO Services,” said Peri Ann Aptaker, Managing Director. “Jody brings KLR Wealth clients more than 25 years of experience in private wealth management and financial services.”
“Upon meeting the KLR Wealth team, I have been impressed with their client-first culture” stated Cullinane. “I am excited to join a firm with such a dedicated focus on the success of their clients.”
Jody earned a Bachelor of Science Degree in Business from Merrimack College.