As Director of Portfolio Management, I work with our portfolio managers and investment associates to help deliver Fiduciary Trust International’s best investment thinking to clients. I focus on strengthening how our investment capabilities are translated into thoughtful, high-quality solutions across the firm, supporting communication and collaboration among our client-facing investment teams and promoting consistent best practices as we serve a broad and diverse client base.
I bring decades of investment management and leadership experience to this role, including deep expertise in designing multi-asset class portfolios, managing client relationships and helping clients pursue their long-term goals. I also serve as a connection point between our portfolio management teams and senior investment leadership, helping ensure that client needs and changing market dynamics inform how we evolve our investment capabilities.
My Experience
Prior to becoming Director of Portfolio Management, I served as Regional Chief Investment Officer and Director of Fixed Income for Fiduciary Trust International of Pennsylvania. I have also been a member of the firm’s Investment Committee, helping shape our asset allocation strategy and working closely with portfolio managers nationwide to implement customized investment solutions for clients.
Before 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