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
7
Mar
The American College of Trust and Estate Counsel
We are proud to sponsor the 2026 ACTEC Annual Meeting
We look forward to connecting with you in Tampa!