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)