I partner with families and institutions to translate their financial goals into tailored investment strategies focused on growing and protecting wealth. I am dedicated to delivering measurable results and providing honest, personalized guidance rooted in trust. I have spent my entire career studying markets, and my curiosity for them has yet to wane. That long-term perspective has given me a depth of insight I genuinely enjoy sharing with clients.
My Experience
I have spent almost two decades working closely with clients to navigate a variety of market environments. Prior to joining Fiduciary Trust International, I was a Director and Senior Portfolio Manager at BlackRock, managing tailored portfolios for high-net-worth individuals and institutions. My experience also includes managing client portfolios at Citi Investment Management and Morgan Stanley Private Wealth Management.
Education
- Connecticut College, B.A. Government & B.A. History
Financial Credentials
- Chartered Financial Analyst (CFA) charterholder