My Experience

I have over 20 years of experience managing relationships with high and ultra-high-net worth individuals, families, and non-profit organizations. As a deep generalist, I take a holistic approach to my clients' current and future wealth management and wealth transfer needs.

My team and I specialize in providing proactive guidance to investors, founders, early team members, and executives of early to late-stage technology and life sciences companies through various financing cycles. This includes technical guidance on tax optimization as well as administrative and direct legacy transfer to ensure alignment with their values and intentions. I act as a general practitioner covering trust and estate planning of both public and private assets using a deep balance sheet review, tax planning and optimization strategies, equity compensation review, trust administration, reviewing lending and cash management services, partnering in collaboration with our specialists and with the clients' trusted outside attorneys and CPAs.

My team and I also specialize in working with growing public charities, serving as a sounding board, and consulting over their governance and cash flow needs, aligning their investment strategy with their various needs and supporting their mission. 

I am proud to volunteer as a member of the Board of Directors of the San Francisco SPCA (SF SPCA). This is my 6th year as Chair of the Investment Committee, overseeing their long-term reserve funds, which more than tripled in value during my tenure, and serve on the Executive and Capital Improvements Committees. In addition to the SF SPCA, I have volunteered for other public charity organizations, using my experience to help propel and steward civil engagement in our Bay Area community for others to thrive.

Education

• University of Massachusetts Boston, B.S. General Business Management, Cum Laude
• D'Amore-McKim School of Business at Northeastern University, M.B.A. Specializations in Corporate Renewal and Marketing, Magna Cum Laude

Financial Credentials

• Certified Trust and Fiduciary Advisor (CTFA)