I knew Cambridge Cape Cod Advisors as a client for twenty-five years before I ever worked here. A colleague referred me to Greg a quarter century ago, and he has guided me through nearly every major transition since. Over that time the relationship turned personal, and Anna came to know my family well.
The chapter that brought me onto the team started with a lunch. After three decades in corporate life I had just been laid off, and Anna encouraged me to come in for my annual review in person. The conversation drifted toward what might come next, and toward whether decades of running operations and growth might be useful to the business I had trusted for so long. I did not come in looking to change careers. I came in and found one.
My own layoff reframed how I understand the job. I had managed complexity my entire career, and I was still caught off guard by how much there is to sort out and rebuild when a major transition lands in your own life. What helped most was not a stack of financial answers. It was a clear plan for what to do and in what order, and it made me want to build that same clarity for other people. Money can be managed. Guiding a person through change is the harder skill, and it is the one I built this role around.
As a trusted independent advisor to Cambridge Cape Cod Advisors, my work here runs across the operational side of the business, from compliance and SEC filings to technology and AI systems, cybersecurity, vendor and financial administration, and the client-lifecycle processes that keep commitments from slipping through the cracks. A growing share of my time goes to the part I care about most, the life-transitions work, where I build repeatable roadmaps that help clients move through divorce, job loss, retirement, and inheritance with a clear sequence of steps instead of a pile of open questions. I have always believed that failing to plan is a plan to fail, so when I take something on, it gets finished, and it gets finished right.
That instinct was built over a twenty-eight-year corporate career, most recently as Senior Director of Global Revenue Operations for the commercial SaaS business at Oracle. I led global teams while staying hands-on with clients and executives, serving many of the largest names in financial services and insurance, among them JP Morgan Chase, Bank of America, TIAA-CREF, AIG, and Liberty Mutual. I have always worked as a player-coach, leading a team while doing the hands-on work myself, and I found the two reinforce each other. Coaching made me a sharper player, and playing kept me a credible coach. I carried that from global operations to the youth softball, basketball, and soccer teams I coached on weekends, and I bring it to every client and every process now.
I have lived in Massachusetts since I was five, and I am the proud mother of twin daughters I raised largely on my own and put through college, both now building careers of their own. My father has been my steadiest mentor and my loudest cheerleader, and watching him carry the loss of my mother shaped a good deal of what I believe about preparing well for the future. When I am not working I am usually outdoors, hiking, swimming, kayaking, or somewhere near a lake or a beach with family. I make room for music, good wine, and travel, and after years of coaching youth sports I now cheer from the stands as my father and daughters coach their own teams, three generations still tied together by the same fields and courts.
The thread running through all of it is convergence. A long client relationship, a career in high-tech spent serving financial institutions, and a life shaped by the very transitions I now help others through, all meeting in one role. Greg manages the money, and I help clients and the company manage the change.