As a Portfolio Manager, I first listen to the wants and needs of our clients and then based upon those, create a customized approach to express those desires in a tailored portfolio.
My Experience
I have extensive experience allocating client capital in a customized manner, to both traditional and alternative assets.
Before joining Fiduciary Trust International, I gained this experience at firms like Cambridge Associates, Tiger Management and Investcorp International. Prior to entering the investment business, I severed as an officer in the US Navy.
Education
- Boston University, M.A. International Relations
- University of New Hampshire, B.A. English