Jamie Hobkirk, CFA, CFP®
Portfolio Manager

Jamie specializes in comprehensive financial planning and investment management, combining expertise in both disciplines to deliver thoughtful, client-focused solutions.

As a Portfolio Manager, she designs client portfolios, manages asset allocation, and monitors economic and market developments to inform investment decisions. With experience in both financial planning and investments, Jamie helps clients build clear, long-term strategies with a focus on retirement planning, charitable gifting, education planning, and legacy planning. Jamie enjoys simplifying complex financial topics and fostering an environment where clients feel confident and supported in their decision-making.

Jamie graduated from the University of Massachusetts Amherst with a BBA in finance from the Isenberg School of Management. She has over 14 years of industry experience, is a CFA® Charterholder, and a CERTIFIED FINANCIAL PLANNER® professional.

In addition to her professional work, Jamie volunteers with the FinServ Foundation, a nonprofit organization dedicated to empowering the next generation of financial planners through coaching, mentorship, and community. Jamie lives in Easton with her family and enjoys skiing, reading, cooking, and staying active in her free time.