I am dedicated to providing tailored wealth management and strategic investment solutions to individuals and families. Throughout my career I have navigated complex financial landscapes and leveraged my expertise to enhance client portfolios and seek long-term growth and stability.
I was named one of the “Best Personal Wealth Managers in the Philadelphia Area,” as published in Philadelphia Magazine, November, 2009 and 2012.
My Experience
In my previous role, I served as President and CEO of Pennsylvania Trust, which is now part of Fiduciary Trust International. I led the management and strategic direction of the company's Radnor, Pennsylvania office and was a member of Fiduciary Trust's Executive Committee and Management Committee. Before that, I practiced law as a trial attorney in Philadelphia.
Previously, I sat on the Board of Trustees of The Haverford School as chair of its Development Committee and was a member of its Executive Committee. I also served on the Board of Directors of the Mann Center for Performing Arts, where I was a member of its Governance Affairs Committee and served on the Board of Trustees of the St. Andrew’s Society of Philadelphia Foundation as a member of its Scholarship Committee (and past Chairman).
I was the President of the Bryn Mawr Presbyterian Church Foundation and also served on the Board of Trustees of the Bryn Mawr Presbyterian Church. I was a member of the Board of The Bryn Mawr Hospital Foundation and was Chairman of the Board for three years. I am a past Vice President and Director of The Timothy School, a local school serving the needs of children with autism and pervasive developmental disorders.
Education
- Princeton University, BA in American History, honors graduate
- Duke University's School of Law, J.D.