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.
Let's talk
Upcoming Events
14
Nov
The Pennsylvania Bar Institute
Proud sponsors of the 2025 Estate Law Institute
We look forward to connecting with you there!
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!
