Noah is an Associate at The Clifford Group. He provides a broad range of client services and operational support to the firm, including assisting Directors with financial planning and administrative functions. Noah works closely with multiple facets of the business, focusing on transactional account needs, custodial maintenance, firm research and marketing.
Noah helps to solve a wide array of client requests, whether its updating a financial plan or administering various technology offerings; he is there to assist. His energetic attitude and passion for his work helps to build a strong team.
Prior to joining The Clifford Group, Noah worked at a boutique wealth advisory firm in Harrison, NY. There he helped to serve a group of High Net Worth Individuals. Noah draws on his organizational abilities and experience to provide TCG with vast operational infrastructure.
Noah attended the Whitman School of Management at Syracuse University and received his bachelor's degree of Science in both Finance and Marketing. Noah grew up on the North Shore of Massachusetts in Newburyport. He currently resides in South Boston. While not in the office, you can find him on the golf course, skiing, boating or walking his beloved dog. He consistently participates in Suicide Prevention Awareness Month to help bring awareness to those who struggle with mental health.