As Regional Managing Director for California, I lead Fiduciary Trust International’s wealth management business across the state. Throughout my career, I’ve been passionate about building strong teams, developing meaningful client relationships and helping families navigate the complexities of significant wealth. I believe exceptional wealth management starts with understanding people, their priorities, their values and what they hope to accomplish for future generations. My focus is on bringing together the right expertise, fostering collaboration and creating an environment where both clients and colleagues can thrive. I take great pride in building relationships based on trust, integrity and a genuine commitment to helping others succeed.
My Experience
I bring more than 14 years of experience in wealth management, with a background in market leadership, business development and building high-performing teams serving high-net-worth and ultra-high-net-worth individuals and families. Before joining Fiduciary Trust International, I led Northern Trust’s Wealth Management business across Los Angeles and the Central Coast, overseeing more than $10 billion in client assets and a team of over 70 professionals. Prior to Northern Trust, I spent 12 years at J.P. Morgan Private Bank, where I served as Market Team Lead for the North Los Angeles and Central Coast markets.
I earned my Bachelor of Arts in Economics from Columbia University and a Certificate in Personal Financial Planning from the University of California, Irvine. Beyond my professional responsibilities, I currently serve on the board of Casa Pacifica Center for Children and Families. My community involvement has also included board service with the Los Angeles Area Chamber of Commerce, the World Affairs Council of Orange County, United Way of Orange County and OCTANe OC.
Education
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Bachelor of Arts (BA): Economics | Columbia University
Community Involvement
- Casa Pacifica Center for Children and Families