Joshua Cohen

Angelica thrives in the fast-paced world of wealth management, where her exceptional organizational skills and attention to detail keep the practice running smoothly. She takes pride in supporting the team and ensuring efficient communication between the business and its clients.  

A key player behind the scenes, Angelica supports the practice by: 

• Coordinating client meetings and managing scheduling for the team 

• Ensuring clear and effective communication 

• Organizing and maintaining key documents and administrative tasks 

• Overseeing daily operations to ensure efficiency and accuracy 

• Serving as a reliable point of contact for clients, addressing their needs promptly and professionally while fostering strong, lasting relationships 

• Manages and creates case preparation 

When not in the office, Angelica enjoys training in dance, taking pilates classes, and spending time with friends.

A Boston College graduate, Duffy earned his Bachelor of Science in Finance and Marketing in 2019, joining Northwestern Mutual as a financial advisor that same year. Passionate about helping people create and preserve wealth efficiently, Duffy joined our team in March of 2024 as the Investment and Planning Assistant. 

Lolita has been in the finance sector since 2015 when she earned her Bachelor of Business Administration - Corporate Finance and Investment Banking. As our teams Financial Planning Specialist, she brings valuable experience and insight to our clients and to our firm.