Some find peace of mind on the top of a mountain. Some see it in the faces of their children and their children’s children. For many, it lies in believing they leave behind a legacy. No matter what the individual dream or goal, most people who have achieved a certain level of wealth find the greatest peace in knowing that their estate is safe and secure.
At FDC, we love a complicated problem, and we are tenacious in assembling the necessary expertise and research to address each client’s unique circumstances.
Elizabeth Braudis, JD, LLM
Elizabeth Braudis has over 25 years’ experience working with wealthy individuals and families developing and managing complex estate and financial plans. Prior to joining Foster Dykema Cabot in 2002, she worked for the Trust and Wealth Management Division of Shawmut/Fleet Bank. Ms. Braudis is the fifth president to lead the firm since its inception in the 1960s. Admitted to the Massachusetts Bar, she received her JD from Vermont Law School and BS from Skidmore College. She also holds an LLM (Masters of Law) in Taxation from Boston University Law School. She serves as trustee for numerous personal trusts and foundations.collapse
Chief Operating Officer, Sr. Client Advisor, Partner
Donnalee Guerin has over 20 years’ experience in client service, finance, operations and aviation. Prior to joining the firm in 2006, she was a Vice President at Putnam Investments specializing in aviation and travel. In addition to assisting in the management of large family relationships, Ms. Guerin oversees the firm’s operations. She is a magna cum laude graduate of Emmanuel College and is a graduate of Katherine Gibbs.collapse
Jeffrey McGrew, CFA
Chief Investment Officer, Partner
Jeff McGrew has over 25 years of experience in the investment management industry. Jeff chairs the Investment Policy Committee and is responsible for leading the investment team and overseeing all aspects of the investment process, including asset allocation, research and the selection of investments. Prior to joining Foster Dykema Cabot in 2016, he was a Portfolio Manager and Investment Officer at MFS Investment Management, utilizing fundamental and quantitative research to manage domestic and global equity portfolios. Prior to MFS, Jeff spent eleven years at The Boston Company Asset Management as Managing Director and Senior Portfolio Manager. Previously, Jeff was a Senior Equity Analyst at Fidelity Investments. Mr. McGrew earned an MBA from the Weatherhead School of Management at Case Western Reserve University, and received his BA from Wittenberg University. Jeff holds the Chartered Financial Analyst designation. He is also a member of the CFA Institute and the Boston Security Analysts Society.collapse
Traditional Values, Innovative Solutions
Wealth management is a long-term proposition, requiring strategic thinking, dedication, and tenacity. We blend this mindset with a specialized focus on multi-generational planning to provide you with financial peace of mind.