Grace is a seasoned Investment Analyst and Wealth Advisor who has extensive expertise in monitoring institutional client portfolios and benchmarking returns against broader market peer groups and indices. She has advanced skills in guiding clients to make industry-standard investment decisions. Grace is the author of authoritative quarterly research reports on several nationally-distributed Global equity funds.

Her abilities directly contribute to Lane Caputo’s practice of evaluating and analyzing executive- and director-level compensation plans across various sectors.

Grace holds a Bachelor of Business Administration from St. Francis Xavier University, where she majored in Finance.