As a wealth director I collaborate with individuals, families and their advisors to develop solutions and implement strategies for preserving and growing wealth to help build family legacies.
Clients appreciate my ability to think critically and act compassionately.
My Experience
I have been working in wealth management as an attorney and advisor for more than 26 years.
Education
- Haverford College, B.A. Political Science & East Asian Studies
- Columbia University, M.P.A., Public Policy Administration
- Fordham Law School, J.D.
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!