I thrive on helping our clients achieve their long-term goals. As Regional Chief Investment Officer and Director of Fixed Income for Fiduciary Trust International of Pennsylvania, I lead a dedicated team in crafting personalized portfolios for our clients.
My expertise extends beyond portfolio management. I actively shape our firm's asset allocation strategy through my membership on the Investment Committee, ensuring we stay ahead of market shifts and capitalize on emerging opportunities. My collaborative approach reaches across Fiduciary Trust International, working closely with portfolio managers nationwide to seamlessly implement our customized solutions for clients.
My Experience
Prior to joining Fiduciary Trust International, I honed my skills as Managing Director at Logan Capital, managing the firm's fixed income portfolios. My earlier career saw me thrive in Bermuda, serving as Director and Executive Vice President of LOM Asset Management Limited.
I am also a member of the Philadelphia Education Fund and the Bond Club of Philadelphia.
Education
- Rollins College, BA in Psychology with a Business Administration minor