As a Wealth Director and Managing Director, my primary objective is to leverage Fiduciary Trust International’s comprehensive capabilities and services to meet the unique needs of our clients and prospective clients. These include successful founders, entrepreneurs, business owners, highly compensated executives, and multi-generational families. After conducting a thorough analysis of each situation and requirements, I assemble a customized team of Fiduciary Trust International professionals who are specifically equipped to address those needs. These either will or may include portfolio managers, trust officers, financial and legacy planning professionals.  

I orchestrate and integrate in conjunction with the broader team, Fiduciary’s strategies for growing and preserving wealth. In addition, I serve as a valuable ally across all areas of my clients’ financial lives, helping them navigate the complexity that often accompanies significant wealth. 

Clients describe me as someone they enjoy working with because of my high-touch approach and professional experience to anticipate solutions in an ever-changing financial and economic environment.