With three decades of experience advising wealthy families, I am adept at orchestrating comprehensive wealth management strategies and providing personalized estate planning guidance to clients navigating complex financial landscapes. Always pragmatic, I strive to foster a sense of financial security for clients and to help them fulfill their objectives for passing assets to future generations and for supporting charitable endeavors.
My Experience
After 18 years of legal experience in private practice, I transitioned to the financial sector in 2008, joining Athena Capital Advisors as a Wealth Advisor and eventually becoming a Managing Partner. In 2020, Athena was acquired by Fiduciary Trust International, enabling us to enhance the scope of services available to our clients.
Education
- Boston College, Carroll School of Management; B.S. in Accounting
- Duke University School of Law; J.D.
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Upcoming Events
16
Nov
The American Bar Association
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