As Head of Sales and Interim California Regional Managing Director, I lead a dynamic team across our national footprint dedicated to delivering tailored wealth management advice and solutions to individuals, families, foundations and endowments.
With a focus on fostering meaningful relationships and understanding unique client needs, I bring Fiduciary Trust International's collective expertise to bear to achieve our clients' financial goals. Our teams navigate complexities with expertise and integrity on behalf of each client, ensuring exceptional service and innovative strategies that stand the test of time.
I also serve as President and CEO of Fiduciary Trust Company of Canada, overseeing the delivery of personalized wealth management, investment, trust, and estate planning services to individuals, families, and nonprofits.
My Experience
I have more than 25 years of experience in the financial services industry, including wealth management, private equity, venture capital, M&A and leveraged buyouts.
Prior to joining Fiduciary Trust International, I served as head of wealth management at First Bank, Inc., one of the country’s largest family owned banks. Prior to joining First Bank, I served as director of sales at Key Private Bank and head of the Equity Sponsor Group at National City Corp., now PNC Bank.
I also sit on the board of the Bank Insurance & Securities Industry (BISA).
Education
- Ohio State University, Bachelor of Science
- University of Michigan, Master of Business Administration (MBA)
Financial Credentials
- FINRA Series 24 license