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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!