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
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New York Law School, JD
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Fordham University, BS
Board Positions
I sit on the advisory board of New York-Presbyterian Hospital.
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!