I am a Registered Investment Advisor with more than 30 years of experience helping individuals, families, endowments and foundations navigate the complexities of strategic wealth management. I focus on designing thoughtful, long-term investment strategies tailored to each client’s specific goals, with an emphasis on collaboration, adaptability and delivering meaningful, transformative outcomes.
My Experience
My forward-thinking perspective has been shaped by leadership roles across four distinct financial institutions: a national wire house, an investment advisory firm, an elite family office and a super-regional bank. This diverse background has given me a deep understanding of the strengths and challenges inherent in each business model, enabling me to help investors solve complex problems in an evolving financial landscape. My experience aligns seamlessly with Fiduciary Trust International’s team-based approach and commitment to serving sophisticated clients..
Education
- Denison University, major in economics, minor in history
Financial Credentials
- Registered Investment Advisor (RIA)
Professional Affiliations
- Franciscan Foundation for the Holy Land, Board and Investment Committee