As a Wealth Director, I work closely with ambitious startup founders, established business owners, legacy families with generational wealth, high-performing executives, foundations and non-profit organizations.
With the sophisticated backing of Fiduciary Trust International and Franklin Templeton, I offer specialized growth and wealth preservation strategies, tax mitigation, and extensive trust and estate planning. We support our clients at both individual and corporate levels and have built a strong reputation for our relentless commitment to going above and beyond in helping clients achieve their financial needs and life objectives.
My Experience
Before joining Fiduciary Trust International, I worked as a financial analyst at Rockefeller Capital Management, a financial services firm offering global family office and asset management services. I focused on investing in alternative investment funds and secular growth trends in emerging technology, software and life science sectors.
Since joining Fiduciary Trust International, I have expanded my expertise in estate and tax planning, assisting families in identifying appropriate investment vehicles and optimal wealth transfer strategies. Over the course of my career, I have helped advise on and deploy a few hundred million dollars in assets.
Currently, I serve as Vice President of the Addiction Education Society Non-Profit Board. I am a regular contributor to Haute Living Magazine.
Education
- University of Southern California, Bachelor of Science in Business Administration
Financial Credits
- Series 66 and 7 Licenses
Let's talk
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!