Elizabeth H. Kross, Senior Portfolio Specialist
Betsy's specialties are personal wealth management for high-net-worth individuals and non-profits, and pension and profit-sharing plans for corporations. In her role as Senior Portfolio Specialist, she collaborates with Tilton Sturman on client cases, investment strategies, and strategic client relationships. Betsy is also a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network.
Prior to joining Tilton Sturman Financial, Betsy served as the Managing Director of Harbor Investment Group in Manchester, MA. She also has experience as Vice President of Investments at A.G. Edwards in Peabody, Massachusetts. Betsy was associated with Tucker Anthony & Co. in Boston, Kidder Peabody in Boston, and began her career as an investment executive in 1976 with Reynolds Securities (now Morgan Stanley Dean Witter Reynolds).
In 1994, Betsy was selected by Financial Planning/On Wall Street as one of their chosen Best Brokers and was recently featured in Registered Rep in an article focusing on high technology and the independent broker/advisor.
Betsy is an active member of the Boston community. She served on the board of the Manchester Community Center, consulted for the VNA Care Network, and has recently chaired the 2nd "Animals in Art" benefit for the Angell Memorial Animal Hospital/MSPCA, which raised over $90,000. She was also a board member of the Vincent Club. Betsy currently sits on the finance committee of the Manchester Historical Society and the investment committee for the Vincent Club, which raises money for the Vincent Memorial Hospital at Massachusetts General Hospital in Boston. In 2006, Betsy rode the mini Pan-Mass Challenge from Wellesley, Massachusetts, to Bourne, Massachusetts. The Pan-Mass Challenge raises money for the Jimmy Fund and cancer research. In 2007, Betsy became a Corporator of the Beverly Cooperative Bank headquartered in Beverly, MA.
Betsy received her degree from Bennett College in Millbrook, New York, and currently lives in Manchester, Massachusetts.
Marlena S. McLean, Financial Planning Assistant
(781) 890-6484 x220
mmclean@tiltonsturman.com
Marlena is a graduate of Suffolk University with a degree in Marketing and holds the FINRA Series 7 registration. As a financial planning assistant, she is the direct liaison between Tilton Sturman and clients. She sets and confirms appointments, prepares for client review meetings, runs performance reports, manages our client database, updates systematic purchases and withdrawals, executes advisor-directed trading, and assists clients with basic account questions.
Marlena is originally from Salem, New Hampshire. In 2006, she worked remotely as an assistant at Tilton Sturman Financial, while living in San Diego, California. In 2007, she returned to New England to accept the position of financial planning associate.
Sabrina Gum, Front Desk Representative
(781) 890-6484 x101
sgum@kspfinancial.com
Sabrina serves as a Front Desk Representative for Tilton Sturman Financial, as well as all other financial firms within our office suite. Her responsibilities include greeting clients, answering phones, and handling select compliance and mail services. While Sabrina is not directly employed by Tilton Sturman, she is a vital part of the service experience for our clients. Because Sabrina has no access to confidential client data, any client questions or concerns must be directed to an employee of Tilton Sturman.
Sabrina, a Massachusetts native, currently lives in Wakefield and is an award-winning actress, active in the local theatre community.
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