As President and Founder of Brisbois Capital Management, LLC, I staked my independence after a successful career working for financial industry giants in the areas of asset management, risk management, trading and operations. With this industry experience and knowledge, I was able to develop Brisbois Capital with a unique ability that sets us apart from other firms.
Brisbois Capital Management was born from my desire to connect one-on-one and build relationships of trust with clients. As an independent advisor, my goal is always to present a clear financial picture to clients and to help them implement effective wealth strategies and product solutions to achieve their financial goals. I feel rewarded by helping my clients achieve long-term financial prosperity and security. By partnering with accounting and legal professionals and leveraging state-of-the-art tools and technology, I believe that I have the unique ability to meet a full spectrum of financial needs while maintaining a distinctly small-firm, personal feel.
Personally, I was born and bred into the finance industry. My mother founded Joyce K. Brisbois CPA, and for more than 35 years, she worked within the tax and financial industry. She was a client advocate. She believed in Wilmington, and gave back through services like the Wilmington Rotary Club and various charities. After her sudden passing in December 2011, I realized that I wanted her legacy of superior customer service to live on through me and my firm. It was always her belief that everyone deserves quality financial advice with a great client experience. She passed those principles on to me, and since the inception of Brisbois Capital Management, I have had the honor of applying that vision to my services each and every day.
I have worked in the financial industry since 1990. Prior to founding Brisbois Capital Management, I served as an investment advisor at Fidelity Investments. Before I entered my career, I obtained my Bachelor of Arts in Economics from the University of Massachusetts at Amherst. I currently live in Wilmington, Massachusetts, and when I am not building solid financial plans for my clients, you can find me golfing, playing tennis, boating, or fishing.