As Chief Accounting Officer, I provide strategic financial leadership in partnership with senior executives to support Fiduciary Trust International’s long-term growth and our enduring commitment to clients. I oversee our Financial Planning & Analysis functions—including P&L management, AUM reporting and budgeting—to ensure fiscal discipline, transparency and alignment with the firm’s strategic priorities. By maintaining a strong financial foundation and rigorous oversight, I help enable our relationship teams to focus on what matters most: delivering exceptional service, stability and results for our clients.
My Experience
I have more than 25 years of experience in the financial services industry, including deep expertise across a range of organizations—from boutique startups to globally established institutions. Prior to joining Fiduciary Trust International, I served as Chief Accounting Officer at Athena Capital Advisors, LLC. Earlier in my career, I was the Controller for Lincoln Vale, a multi-product alternative investment management firm, and held the role of Controller for the U.S. Institutional Division at State Street Global Advisors. This diverse experience has equipped me with a strong foundation in financial leadership, operational rigor and strategic alignment across varying business models and scales.
Education
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Babson College, Bachelor of Science in Finance, Investments & Economics
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Babson College, Masters of Business Administration