As a Portfolio Manager, my focus is to help clients define their investment and wealth management goals, then leverage the strengths of Fiduciary Trust International and Franklin Templeton to achieve those goals.
Working closely with the clients under my care, I build an authentic relationship with them by getting to know what is most important to them. This enables me to construct the proper portfolio, which is tailored to their needs.
I bring in colleagues with expertise in other areas to provide holistic advice, and my team and I are known for providing excellent client service.
My Experience
I have over 25 years of experience working directly with wealth management clients in an investment advisory role, including stints at BNY Mellon and Bank Hapoalim. Prior to working in wealth management, I worked in the capital markets, specializing in debt, derivatives and foreign currency trading.
Education
- The Wharton School, University of Pennsylvania, BS in Economics
- Fordham University Graduate School of Business Administration, MBA in Finance
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Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
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