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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

7

Mar

The American College of Trust and Estate Counsel

We are proud to sponsor the 2026 ACTEC Annual Meeting

We look forward to connecting with you in Tampa!