Sheila Noble

Sheila joined the firm in 2017 as an outside associate to an advisor.  She transitioned to a Client Services Associate in August of 2017.  She worked directly with other CSAs and advisors to manage and maintain client accounts.  Sheila managed the Back Office Support Team as a Client Services Manager while continuing to service multiple larger RIA firms for 5 years prior to transitioning to her new role as a Senior Client Services Manager. Her focus is to build on Support Team/Advisor relationships as well as to focus on ways to improve Back Office service and streamline processes, with a focus on efficiency.  She brings with her 18 years of investment industry experience.

Her extended education focus was in Business Administration and Management.  She has also passed the Series 65 Uniform Investment Advisor Law Exam.  Her passions include camping, bicycle rides, yoga and spending time with her family, friends and her dogs.