As a seasoned Portfolio Manager, I craft and oversee bespoke investment portfolios tailored to the unique financial objectives of ultra-high-net-worth clients and institutional clients. Specializing in strategies across all asset classes, I navigate market dynamics and tax landscapes and actively manage each clients' portfolio in the context of current conditions and long-term objectives.
My Experience
I deliver investment advisory services to clients including asset allocation, portfolio construction and other portfolio management-related services. I am on the investment committee for the Advisory Solutions Group within Fiduciary Trust International and have extensive experience implementing customized values-based investing solutions.
Prior to joining Fiduciary Trust International, I was a Portfolio Manager to ultra-high-net-worth families and institutions at Athena Capital Advisors in Lincoln, MA and a senior client advisor to high-net-worth families, entrepreneurs and charitable entities at Crestone Capital Advisors in Boulder, CO. Additional experience includes work at Testa, Hurwitz & Thibeault LLP, Boston Research & Management and State Street Global Markets.
Education
- University of Notre Dame, BA Economics
- Boston College Caroll School of Management, MBA
Financial Credentials
- Charterd Financial Analyst (CFA)
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!