Abigail Rafferty

Financial Analyst - Shade Tree Advisors

Role: Financial Analyst at Shade Tree Advisors Llc
Location: Saratoga Springs, NY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Analyst
Shade Tree Advisors Llc
Jan 2024 — Present · Saratoga Springs, NY, US

Education

Skidmore College
Management and Business, Accounting and Finance
2016 — 2019
California Lutheran University
Master of Business Administration - MBA, Financial Planning

Contact information

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Work email
•••••@shadetreeadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Shade Tree Advisors Llc

Financial Services · 50 employees · Founded 2017 · Saratoga Springs, New York, United States

Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.

shadetreeadvisors.com

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Experience

Financial Analyst

Education

Skidmore College

California Lutheran University

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