As Head of Equities, I advise on global stock markets and contribute to the firm’s asset allocation decisions by identifying undervalued or high growth investment opportunities.
A big part of my job is presenting market views and investments strategies, to clients and our stakeholders. My passion for the markets keeps me tuned in to the news all the time!
I see a great deal of growth for our business, given our high caliber team of investment professionals, our strong investment capabilities, and importantly, our focus on clients. When we solve a problem or make a client happy and feeling secure, that makes my day!
My Experience
I have been with the company for over 20 years, with more than 25 years of investment industry experience. I’ve been a portfolio manager for most of my career with the recent 10 years in my leadership position.
I started my career working at Trustco Bank and Prudential Securities prior to joining Fiduciary Trust International. Additionally, I am a Board Director for the China Medical Board, an Athletics Advisory Board member at Fordham University, a consultant for Visions Center for Blindness and a member of Chief, a professional organization for women executives.
Education
- University at Albany, BS in Business Administration
- Baruch College, Certificate in ESG
- Harvard Business School, Certificate in Investment Risk Management
Financial Credentials
- Chartered Financial Analyst (CFA)
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Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!