Sara Bray Research Associate, Investment Management and Research
  • Conducts due diligence and research activities on various mutual funds, ETFs, or individual securities as a member of the fixed income team
  • Assists the Investment Management and Research team with updating both internal and external attribution reports
  • Holds a BS in Finance from Bentley University
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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.