As a Wealth Director, I provide customized investment and wealth management solutions to individuals, families and institutions, helping clients grow and preserve their wealth. My goal is to deliver thoughtful, disciplined investment advice while also supporting the preservation and transfer of wealth through the strategic use of trust and estate planning for individuals, their families and future generations.
My Experience
Prior to joining Fiduciary Trust International, I served as Vice President of Business Development at Bessemer Trust in New York, where I focused on identifying and executing strategic opportunities to enhance assets under management.
Earlier in my career, I worked in Investment Banking at Bank of America, specializing in mergers and acquisitions. I also held a position in Private Wealth Management at Merrill Lynch as part of The Kelley Group, where I focused on client engagement and portfolio strategy for ultra-high-net-worth individuals and families.
Education
- College of Charleston, Bachelor of Science, Business Administration, Minor in Finance