Business Planning Administrator
Saori Takahashi serves as the Business Planning Administrator at Ropes Wealth. In this role, she is responsible for providing crucial support to the strategic initiatives of Ropes Wealth and leadership related to all aspects of business and office operations. Saori also assists her investment, financial planning, operations, compliance, and client services colleagues with various aspects of administrative and client service support.
Saori provided administrative support at Silver Bridge Advisors LLC to the entire team including executives, the client service team, and the investment team. Prior to joining Ropes Wealth, Saori was an Accounts Receivable Coordinator at Barkan Management, a real estate construction, development, and property management company.
Saori earned a BS in Mathematics and an International Business Management Certificate, and is currently pursuing her MS in Actuarial Science from Boston University. She also teaches at the Japanese Language School of Greater Boston where she has provided Japanese and mathematics instruction since 2007. She is a member of Boston Cares and volunteers at local libraries and tutors English and mathematics for GED exams. Saori recently traveled to Tanzania as a part of International Volunteer HQ to teach local elementary school students in 2018.
Originally from Japan, Saori resides in Maynard with her boyfriend, and is a proud mother to a daughter in her twenties. She loves to cook and bake, enjoys reading, and spending time with her family and friends.