As a Senior Relationship Manager, I excel at crafting personalized wealth management strategies that align with my clients' unique goals and values. My focus is on building lasting relationships through exceptional service and strategic insight, ensuring each client feels confident and supported in their financial journey.
My Experience
I have over 30 years of experience in wealth management, having served as a senior relationship manager at both Lazard Wealth Management and Bessemer Trust, where I focused on providing wealth solutions for wealthy families. My career began at Citibank, where I spent time in Europe and the Middle East overseeing banking services and institutional relationships. Before joining Fiduciary Trust, I was a private banker at Chase Manhattan Private Bank.
Education
- University of Richmond, BA