Marble Trail Financial, a financial planning, investment management and tax preparation firm in Middlebury, recently announced two new additions to its team: Stephen Boyce, as director of trade operations, and Lela McCaffrey, as senior wealth adviser.
Boyce brings 20 years' experience as a security trader and analyst with a deep understanding of financial markets, portfolio accounting and rebalancing systems. He is also an owner of American Flatbread’s Middlebury Hearth.
McCaffrey, who holds both CPA and CFP designations, has 20 years' experience in public and private accounting roles. She most recently worked as a manager at Fothergill Segale and Valley in Montpelier.