Claire Hartman

Claire Hartman works as the firm’s Fiduciary Accountant. She joined the firm in February 2013. Claire tracks and records all client income, reviews all client bills, and closely monitors client investment and bank accounts and balances. She prepares general ledgers for annual tax returns and periodic financial analyses for funding decisions. Claire also works with our bank contacts to open or close accounts, set up client debit cards, request cashier’s checks and make fund transfers.

 

Claire has a B.A. in math from Connecticut College and an M.B.A. in accounting from N.Y.U. She has worked at Pfizer, Ernst & Young, and most recently a small company that was acquired by Verint Systems.