Talia is an Investment Advisor Representative based in Rhode Island, with a strong academic foundation in economics and finance. Her journey began at Bryant University, where she graduated magna cum laude with honors, earning a degree in Economics with a concentration in Finance. This educational background provided the basis for her work in the financial sector. Her experience includes roles on the buyside with Growth Equity Strategies and in Global Fixed Income at Loomis Sayles, where she gained exposure to business evaluation and research across both micro‑ and macro‑level considerations.
Beyond her professional work, Talia maintains a balanced and active lifestyle. She enjoys Pilates, which supports both physical and mental well‑being, and has a deep appreciation for contemporary English literature.
