My Experience

Throughout my career, I have helped U.S. and international clients with tax-efficient investment solutions, philanthropy, and educating the next generation of family members.

Education

• Princeton University, AB, Comparative Literature
• New York University Stern School of Business, MBA
• Wharton School of Business, University of Pennsylvania, Private Wealth Management Program

Financial Credentials

• Trust & Estate Practitioner

Professional Affiliations

• Society of Trust & Estate Practitioners (STEP); past chair of STEP New York; past chair of STEP USA; current USA representative on STEP Worldwide Council; current member of STEP USA and STEP Worldwide DEI Committees
• International Bar Association (IBA), member and former officer of Private Client Tax Committee
• Estate Planning Council of NYC, member of DEI Committee
• Princeton Planned Giving Advisory Committee

Community Involvement

• USA for United Nations High Comissioner for Refugees, former board chair
• Council for Canadian American Relations; board member; former chair
• Shaw Festival Theatre , former governor
• Grosvenor Neighborhood House Y, former board member
• YWCA of New York City, former board member
• New York Youth At Risk, former board member
• Junior League of the City of New York, past president
• Association of Junior Leagues International, past president

Recognition

• Citywealth Powerwomen "Inspirational Woman of the Year" Award (2021)
• STEP Worldwide Founder's Award (2020)
• New York Junior League Outstanding Sustainer Award (2020)
• New York Business Journal "Women of Influence" Award (2018)
• National Council of Jewish Women NYC "Women Who Dared" Award (2014)
• Wall Street Women of Excellence Award (2013)
• International Women's Forum, member

Languages

• German
• French