Moriah Gillis

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Moriah began her career in finance as a Marketing Analyst at Wellington Management Co, LLP, where she supported the firm in creating custom proposals and presentations for large institutional clients. While she enjoyed working with institutional investors, her interest in helping individuals led her to a position as an Estate Planning Analyst with Salomon Smith Barney. Eventually a move to San Francisco brought her to Ashfield & Co. Inc. As their Associate Portfolio Manager, she focused on creating customized tax-sensitive portfolios and managing a wrap-fee program for Morgan Stanley clients.
 
Moriah went on to earn a law degree from the University of Montana, while clerking for the Hon. Donald W. Molloy, Chief Judge of the U.S. District Court for the District of Montana. In 2007, Moriah became a member of the Connecticut Bar when she returned to her husband’s home state to raise their three children. 
 
At Farmington River Financial Group®, Moriah will be assisting the team with research and portfolio development to ensure every portfolio is tailored to meet each client’s unique financial goals. In her free time, she enjoys exploring the great outdoors in New England with her family through hiking, skiing and beach hopping. The current family-favorites are the beaches of Maine, with Vermont’s Jay Peak as a close second.

Designations and Registrations

 

  • Admitted to the Connecticut Bar