Joni is a Director of Business Development concentrating her efforts on creating opportunities across the investment platform including the Private Client Group, FLP Atrato Consulting, and Darwin Trust. Joni has over 25 years of experience at major Boston Financial institutions in various roles including portfolio management, private banking, and business development. Joni collaborates both with individuals, family offices and their advisors to assemble the most appropriate team to meet the clients, objectives. On the institutional side, she works with nonprofits and their boards to help achieve their fundraising goals and with other investment organizations representing the full array of FLP Atrato Consulting multi-disciplinary resources with a specific emphasis on independent RIAs, enterprise-level wealth management platforms, and single/multi-family offices.
As an alum of Bank of Boston, Fleet Bank and State Street Global Advisors her network is deep in the Boston market as well as in NH area. Joni was a founder of the Women’s Fund of Essex County, a donor advised fund at the Essex County Community Foundation that supports disadvantaged women and girls.
Joni passed the Series 65 Uniform Investment Advisor Law Examination.