Emily Dafilou, CFP

Emily Dafilou
Associate, Private Wealth Relationship Manager

Every family, every group of friends, every team needs an Emily. She can be counted on to deliver every time. 

Emily joined our team immediately after college, instantaneously impacting our lives and those of our clients. Her first and most surprising influence on her colleagues was discovered at a restaurant. We never expected this unassuming and jovial colleague would have such a strong passion for trying new things – especially food – a trait that would become symbolic to her role within the group.  

Emily has never encountered a task or a project that has daunted her. While to many of us her missions to deliver the highest client service seem insurmountable, she always delivers with a smile and funny anecdote along the way. As a pivotal member of our Client Service team, Emily spends her time on myriad activities ranging from daily transactions to preparing client review meetings. She strives to deliver tailored service to clients with a simple tenet of looking deeply at how to make their lives easier.

Emily lives in NYC and has likely eaten at most of the restaurants within the city’s square mile.

T: 212-321-4235

  • BSBA, financial management, Bucknell University

  • Bodner Sax Group, Merrill Lynch

  • Kore Private Wealth, LLC


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