As a Senior Portfolio Manager, I am responsible for helping high-net-worth individuals, families and institutions achieve their financial objectives through the use of diversified portfolios that have been tailored to the needs of each of my clients.
I pride myself in providing high-quality, tax-efficient and competitive performance results across different economic environments. I believe in transparency and trust when building successful relationships and in delivering exceptional outcomes for my clients.
My Experience
I have over 18 years of investment management experience and am a past recipient of the firm's Anne Tatlock award, which recognizes talented, future leaders.
Education
- Bachelor of Science: Finance, Villanova University
- Master of Business Administration: Finance, Fordham University
Let's talk
Upcoming Events
12
Jan
The 60th Annual Heckerling Institute on Estate Planning
Please visit us at Booth #323.
We look forward to connecting with you in Orlando!
