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