Kylie serves as Head of Trove's Delivery group, which brings together the firm’s Financial Operations, Onboarding, and Relationship Management teams. In this capacity, she oversees the delivery of core services to clients and leads strategic initiatives that drive operational excellence and advance Trove’s reputation as an industry leader in family office services. 

Kylie plays a central role in shaping the client experience. She leads cross-functional teams that manage every phase of the client lifecycle — from onboarding and relationship development to day-to-day financial operations and long-term planning. Her oversight ensures that clients receive cohesive, high-quality service tailored to the complexities of multi-generational wealth. 

Kylie brings deep experience serving ultra-high-net-worth individuals and families, with a nuanced understanding of the financial, operational, and interpersonal dynamics that define successful family office relationships. She approaches her work with a strong love of problem-solving and a continuous energy for learning, often drawing on her curiosity and adaptability to navigate evolving client needs and complex challenges. Her work spans financial reporting, budgeting, investment administration, estate and tax planning coordination, and the management of complex financial transactions. 

A collaborative leader and trusted advisor, Kylie is known for her calm presence, clear communication, and ability to guide teams and clients with confidence. She is instrumental in helping families navigate change, manage risk, and achieve continuity across generations. 

Kylie holds a Bachelor of Fine Arts from the Massachusetts College of Art and Design. She is a Certified Financial Planner® and an Accredited Estate Planner®. She is an active member of the Boston Estate Planning Council, and the Institute for Family Governance — organizations that support professional development and thought leadership in the family office space. Kylie also serves on the Board of The Light Foundation, reflecting her commitment to community engagement and youth development. 

Ashley is a Senior Director in Trove’s Financial Operations group, where she leads one of the firm’s client service teams. She ensures consistent, high-quality service across all facets of the client experience and oversees the delivery of comprehensive financial management to ultra-high-net-worth families. Her leadership ensures continuity, precision, and a seamless approach to complex financial matters.

Ashley collaborates closely with team members to provide customized services, including financial reporting, investment administration, budgeting and cash flow management, tax planning and coordination, payroll administration, estate planning support, and the execution of complex financial matters. Her team’s work forms the backbone of clients’ financial operations, empowering them to make confident, informed decisions. 

Since joining Trove in 2007, Ashley has become a trusted advisor known for her deep family office experience and steady, strategic guidance. Her professionalism, foresight, and ability to manage sophisticated relationships have earned the trust of clients and advisors and the respect of peers. Recognized for her diligence, analytical rigor, and attention to detail, Ashley plays a key role in aligning financial strategy with execution while upholding the highest standard of service. 

Ashley holds a Bachelor of Science in Business Administration with a concentration in Management from Bryant University. She is a Certified Financial Planner® and notary public and earned a certificate in Estate Planning from the American Institute of CPAs.  

Laura is a Senior Director in Trove’s Financial Operations group, where she leads a team responsible for delivering comprehensive financial management and operational oversight. She ensures consistency, accuracy, and excellence across all aspects of client reporting, treasury management, and financial operations. 

With more than 20 years of experience in family-office services, public accounting, and corporate finance, Laura brings a depth of technical expertise and a strategic mindset to her work. She partners closely with families, advisors, and internal teams to streamline complex financial structures and deliver insights that drive informed decisions.  Laura is recognized for her hands-on leadership, collaborative approach, and commitment to operational excellence. 

Before joining Trove, Laura led the Family Office division at a national RIA, where she scaled the business into a full multi-family-office platform. Earlier in her career, she spent over a decade in public accounting serving closely held businesses and high-net-worth individuals, and later held leadership roles in corporate finance, strategic planning and enterprise risk management at a Fortune 15. 

Laura is a licensed Certified Public Accountant in New Jersey. She earned her Masters degree in Accountancy from Rider University and her Bachelors degree in Accounting from Rutgers University. 

Angela is a Director in Trove’s Financial Operations group, where she leads a large, multi-disciplinary client service team. Since joining the firm in 2012, she has played a key role in shaping and delivering integrated financial solutions for ultra-high-net-worth families. 

Angela brings deep institutional knowledge and operational expertise to her work, combining strategic oversight with hands-on client engagement. She works closely with families to navigate complex financial landscapes and ensure continuity across generations. 

A respected leader, Angela leads by example, setting a high bar for excellence, accountability, and client dedication. Her approachable, team-oriented leadership style has earned the trust and respect of colleagues across the firm. She invests in the growth and development of her team, fostering a culture of collaboration, integrity, and continuous improvement. 

Angela is a Certified Financial Planner® professional and graduated magna cum laude from Bridgewater State University. She is an alumna of The Boston Foundation’s Professional Advisors Network.