Moriah began her career in finance as a Marketing Analyst at Wellington Management Co, LLP—a Vanguard sub-advisor— where she supported the firm in creating custom proposals and presentations for large institutional clients. While she enjoyed working with institutional investors, her interest in helping individuals led her to a position as an Estate Planning Analyst with Salomon Smith Barney. Eventually a move to San Francisco brought her to Ashfield & Co. Inc. as their Associate Portfolio Manager, where she focused on creating customized tax-sensitive portfolios and managing a wrap-fee program for Morgan Stanley clients.
Moriah went on to earn a law degree from the University of Montana, while clerking for the Hon. Donald W. Molloy, Chief Judge of the U.S. District Court for the District of Montana. In 2007, Moriah became a member of the Connecticut Bar when she returned to her husband’s home state to raise their three children.
Portfolio design with a personal touch
At Johndrow Wealth Management, Moriah conducts research and portfolio development to ensure every portfolio is tailored to meet each client’s unique financial goals. She uses her experience from Ashfield & Co. and her legal background to tax-loss harvest and create tax-sensitive portfolios, saving our clients money at year-end.
The great outdoors
In her free time, she enjoys exploring the great outdoors in New England with her husband, Joe, and three kids, Celia, Natalie, and Finn. You can find the Gillis family hiking, skiing and beach hopping. The current family-favorites are the beaches of Maine, with Vermont’s Jay Peak as a close second.
Credentials & Designations
Wellington Management Co, LLP Marketing Analyst
Salomon Smith Barney, Estate Planning Analyst
Ashfield & Co. Inc, Associate Portfolio Manager
U.S. District Court for the District of Montana, Law Clerk
Admitted to the Connecticut Bar