Abby joined McShane Partners as a Client Service and Operations Associate in March 2020. In this role, she assists and supports both the Wealth Advisory Team and the Investment Management Team. She plans and arranges all firm functions, charitable contributions, and sponsorships. Abby quickly took on additional responsibility and became an Investment Associate in June 2020. She coordinates with the Investment Management Team facilitating investment objectives. The new McShane Partners office building project is underway, and Abby is excited to be overseeing the new building construction.
Prior to joining McShane Partners, Abby worked as an Operations Manager for a local medical laboratory conducting pharmacogenetic, toxicology, and blood testing. She worked hard in this role to provide impeccable customer service and timely results to patients. She also worked with the billing department assisting with insurance and patient accounts.
Abby grew up in Charlotte, NC and is a graduate of the University of Georgia. In her spare time, she enjoys watching her children play competitive soccer, shopping (mostly online these days), and needlepoint. Abby recently took up gardening and loves sharing her bounty with friends and family!