Emmanuel “Manny” joined the firm in February 2026. In his role, Manny is responsible for delivering seamless and high-quality service experience to both clients and advisors. He supports client onboarding, processes account transactions, coordinates with custodians and financial institutions, and ensures all documentation and records meet strict regulatory standards. He also plays a key role in preparing meeting materials, managing advisor calendars, and following through on client requests with precision and care.
Manny brings a strong background in financial services, having served in various client service and retirement-focused roles throughout his career. His work has consistently required a high level of accuracy, organization, and adherence to compliance standards.
Manny is known for his reliability and attention to detail—qualities that clients and colleagues value highly. He takes ownership of every task, ensuring requests are handled efficiently, accurately, and with clear communication. His goal is to provide clients with confidence and peace of mind, knowing their financial matters are being managed with care and professionalism.
Manny has earned an Associate of Science degree in Computer Systems Engineering Technology and maintains active FINRA Series 7 and Series 6 licenses.
I was born in London, England and moved to Worcester, Massachusetts in 1998, which I’ve proudly called home ever since.
Outside of work, music is a big part of my life. I enjoy playing the piano in my free time, and I also serve as a musician at my local church. It’s something that allows me to express creativity, stay grounded, and connect with others in a meaningful way.
I value reliability, consistency, and being someone others can count on—whether that’s in my personal life or within my community. I enjoy building genuine relationships and being present for the people around me.
In my downtime, I like keeping things simple—spending time recharging, improving my skills on the piano, and staying connected to my community. Those moments help me stay balanced and bring a positive, focused mindset into everything I do.