I'm proud to be part of a team of professionals dedicated to delivering customized investment management, trust and estate, and wealth planning solutions to high-net-worth individuals, families, and nonprofit institutions. I pride myself on helping clients preserve and grow their wealth while providing an unparalleled level of service.
My Experience
I have over 35 years of experience in the investment management industry, specializing in industry and company analysis and portfolio management. Prior to joining Fiduciary Trust International, I was a Senior Vice President and Portfolio Manager at The Haverford Trust Company. I was also an equity analyst and portfolio manager at the Davidson Trust Company and McCabe Capital Managers, Ltd. I began my career as an analyst and editor of The Value Line Investment Survey and was a sell-side analyst at Schroders, Inc. and NatWest Markets in New York.
Education
- State University of New York, BS, Business Economics
- Fordham Gabelli School of Business, MBA, Finance
Financial Credentials
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Chartered Financial Analyst (CFA)
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Certified Financial Planner (CFP)
Professional Affiliations
- Board Member, Jersey Battered Womens Services
- Former Board Treasurer, Support Center for Child Advocates in Philadelphia