At the helm of our wealth management firm, I am committed to growing and protecting our client's wealth for generations to come.
By blending innovative investment strategies with personalized guidance, I lead our teams in empowering clients to secure their financial futures while preserving their legacies. We navigate the complexities of wealth management, ensuring that each client's aspirations and values are at the heart of every decision.
My Experience
Before joining Fiduciary Trust International in 2016, I served as Executive Vice President and Senior Managing Director for Wells Fargo Wealth Management, where I oversaw the Northeast region. Prior to the move to Wells Fargo in 2008, I spent almost twenty years at the Bank of New York in a variety of roles, including serving as their Chief Trust Officer and Head of Wealth Management.
Education
- Guilford College, Bachelor of Arts degree
- Columbia University , Master of Business Administration
Board Positions
I sit on the advisory board of the UHNW Institute and on the boards of the Montclair Art Museum and North Capital Investment Technology, Inc.
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!