I lead Fiduciary Trust International's sustainable investing research team, which focuses on sourcing, evaluating and recommending investment opportunities that help our clients achieve their unique set of sustainable investing objectives.
Our team maintains coverage of all asset classes and has developed expertise across a number of social and environmental investment themes. I particularly enjoy working with clients that are just beginning to explore the sustainable investing market and matching them with the set of investment tools most appropriate to their financial and mission-related goals.
My Experience
I have been a member of Fiduciary Trust International's investment research team since 2020. Previously, I worked at Athena Capital Advisors, a Boston-based multi-family office focused on ultra-high-net-worth individuals and institutions.
Prior to joining Athena, I spent five years as a Presidential Management Fellow and Investment Officer with the U.S. Small Business Administration. I began my career as a Peace Corps Volunteer in Togo, West Africa.
Education
- Tufts University, B.A., International Relations
- Johns Hopkins University School of Advanced International Studies, M.A. International Development and Economics
Financial Credentials
- CFA Charterholder
- Member, CFA Society Boston
- Member, CFA Institute
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