Meet your financial specialists.

Toni oversees a number of ongoing operations from a financial and compliance perspective. Her mission at SWP is to minimize potential risks to clients, and to the firm, by analyzing current practices and identifying opportunities to improve information security.

In addition to her finance and compliance responsibilities, Toni works on special projects that may involve mergers/tuck-in acquisitions, custodians, firm technology, etc. Toni brings unique cross-functional expertise to the role. In the prior six years, she worked closely with SWP clients as Client Service Manager.

Toni lives in Weston, CT and is a frequent traveler. She likes to visit with her family in Illinois and at her family’s cabin in Minnesota. At the cabin, Toni and her family indulge in all things outdoors, especially fishing and kayaking. Toni also tries to venture to at least one beach resort per year – but of course never the same place twice.

Education

Attended DePaul University