Audrey Daum

Audrey Daum is a Senior Vice President Investments in the Boston Office of Moors & Cabot. Audrey was a Director-Investments at Oppenheimer & Co. from Sept. 2010 through April 2017. As a Financial Advisor, she works with individuals and business owners on portfolio management, estate and retirement planning, as well as providing seminars and educational tools for those families that need them. She is a passionate advocate of financial literacy and has spoken at MIT (MIT Women's Unconference) and other venues on the importance of financial literacy education. Ms. Daum holds an MBA in Finance and Corporate Strategy from the MIT Sloan School of Management, spent two years at Harvard Graduate School of Arts & Sciences, and holds a BSBA from Northeastern University. She has been named a Five Star Wealth Manager in Boston Magazine from 2011 to present. She has also served on the Executive Council for Ellevate Networks, Boston Chapter and has partnered with Invest in Girls, hosting events on the importance of learning basic financial concepts from an early age. She is the proud owner of a beautiful Samoyed named Phoebe (her third) (for which the character Fancy Phoebe is named) and a rescue kitty named Gingery. Her last Samoyed, Maribou, earned her championship title in record time.

The illustrations included on this page were all done by Jamie P. Harper. Although this is her first book, she has written and published over the course of her career.