Service Operations

Amy Emkey — Director of Service and Financial Operations

Amy’s responsibilities include director of service operations, wire and check requests, new account specialist, and relationship management support.

Amy was educated at The Pennsylvania State University where she received a B.S. in Accounting. She joined Beaumont in 2002 and has progressed through a number of roles. Currently, she leads our client service operation, including new account and relationship management support. In addition, she assists the CFO with the firm's budgeting and financial operations which includes accounts payable and receivable as well as brokerage account disbursement requests (check/EFT/wire).

Forbes Barber — Service Support

Forbes' responsibilities include special project support, reporting and various support roles.

Forbes joined Beaumont in 2008. He has assumed expanded responsibilities in the investment management area of our firm. Forbes was educated at Connecticut College where he received a B.A. in American Studies. Prior to joining Beaumont, Forbes organized an Olympic campaign for the 2008 Summer Olympics.

Diane Statton — Service Support

Diane’s responsibilities include reception, special projects, and tax services support.

Diane came to Beaumont in 2006. Her business career spans three decades and includes large corporate exposure, office management, eight years as an Early Education Teacher and time as a design coordinator.

Katherine Djaferis — Service Support

Katherine’s responsibilities include special project support, company research and valuation, client reporting and various other support activities.

Katherine joined Beaumont in 2010. She attended Boston University School of Management where she graduated cum laude with a Bachelor of Science in Business Administration with a concentration in Finance. Prior to joining Beaumont, Katherine gained work experience interning with Brigos Capital Management LLC, Merrill Lynch, and Northwestern Mutual.