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As a planner, I work with successful founders, entrepreneurs, business owners, highly compensated executives and multi-generational families. Our team offers integrated strategies for growing, preserving and transferring wealth.

My Experience

Prior to Fiduciary Trust International, I was with the AYCO corporation followed by BNY Wealth Management providing comprehensive financial planning to high-net-worth families.

Education

  • New York Law School, JD

  • Fordham University, BS

Board Positions

I sit on the advisory board of New York-Presbyterian Hospital.