Sofia joined us 2024 as an accounting and finance intern from the University of Rhode Island. As Client Service Coordinator and Accounting Assistant, Sofia supports the firm's financial planning services and accounting operations by assisting with all aspects of data input and management, client services and portfolio accounting/recordkeeping, financial reporting, and day-to-day accounting functions. Sofia has continued to expand her experience and support of our firm, joining us full-time upon graduating from URI a semester early in 2025 with degrees in finance and accounting. She graduated with the highest academic distinction.
Sofia has held three accounting internships is currently pursuing CPA licensure to further develop her experience and better serve the firm's clients. She has a agoal of eventually working at KPMG, one of the world’s largest accounting firms. Sofia enjoys playing the acoustic guitar, spending time with friends and family, running and international travel. Born in Greece, she has traveled to ten countries in 2026!