Prior to joining GreenUp in 2024, Grace cultivated a diverse experience serving as a Trust and Investment Advisor in the banking industry, developing investment strategies for financial advisors, and serving on the leadership team of a $45B Asset Management division where she led the strategy to ultimately help improve the life and experience of clients. It was in this capacity that she discovered the desire to focus her passion for strategic planning and connecting the dots to shape and affect change in the financial lives of the clients she serves.
Grace lives in Cleveland Heights, OH with her husband Jamie, and daughters Helen and Frances. She graduated from Miami University (OH) Farmer School of Business, and is a CFA Charterholder.
