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
Let's talk
Upcoming Events
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!