Toni Finnegan
Associate Client Service at Champlain Investment Partners, LLC
About
Toni A. Finnegan serves as Associate – Client Service at Champlain Investment Partners, LLC in Burlington, VT, drawing on more than 14 years of administrative experience to support client relations and service delivery for institutional and individual investors. In her current role, she collaborates closely with the firm's compliance, operations, vendor management, finance, and human capital management teams, ensuring seamless business processes and high-touch client communication.
Prior to joining Champlain in 2021, Toni held administrative roles at Goldman Sachs Asset Management and Champlain College, providing her with insights into both investment management and academic environments. Within Champlain, she has progressed from Office Administration to Business Management Support before assuming her current client service specialization, contributing to the firm's reputation for outstanding service in the asset management industry.
Toni holds a certificate in Project Management from Champlain College and studied Psychology at Midwestern State University, underpinning her skills in strategic coordination and interpersonal communication. Though her primary focus is on supporting client service rather than investment management, Toni's work spans a broad array of asset classes and client segments served by the firm, facilitating operational excellence across equity, fixed income, and absolute return strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Champlain Investment Partners, LLC | Associate Client Service | Apr 2024 to Present | — |
| Champlain Investment Partners, LLC | Associate Business Management Support | Jan 2023 to Mar 2024 | — |
| Champlain Investment Partners, LLC | Associate Office Administration | Sep 2021 to Dec 2022 | — |
| Goldman Sachs | Administrative Assistant | Jul 2018 to Aug 2021 | — |
| Champlain College | Senior truED Outreach Coordinator | May 2015 to Jul 2018 | — |
| Champlain College | Administrative Assistant, Sales Coordinator and Project Manager | Sep 2013 to May 2015 | — |
| Susan Teare Photography | Project Manager | Jan 2010 to Dec 2013 | — |
Education
Champlain College
Project Management Certificate, Project Management
2016 — 2017
Midwestern State University
1988 — 1992