As a wealth director I use my experience as a former practicing attorney to offer deep technical expertise in trust and estate planning, fiduciary administration and family governance. I believe wealth planning is more than a process, it is a partnership built on trust, clarity and shared purpose. Clients appreciate my ability to think critically and act compassionately. Meaningful financial guidance starts with understanding the lives and values that define each family. For more than twenty five years, I have helped individuals and multi-generational families turn wealth planning into legacy building. My approach blends precision and empathy. Every plan is customized—unique to each family’s values, goals and circumstances—so it is not only prudent and well-structured, but truly reflective of what matters most.
My Experience
I began my career working with corporate foundations, including American Express, Chase and Citibank, before practicing law in New York and Connecticut for a decade. I then spent ten years as a New York–based Trust Counsel at Fiduciary Trust International, followed by leading the trust department for a sector of New York and New England at U.S. Trust / Bank of America Private Bank. Four years ago, I returned to Fiduciary Trust International, focusing on business development and drawing on my legal, fiduciary, leadership and nonprofit and foundation experience to help clients achieve their long-term goals. I write and speak regularly on complex trust topics, including tax strategies and philanthropic planning. Through my volunteer efforts, I have held leadership roles in professional and alumni organizations, received numerous awards and recognition for my professional achievements and volunteer service, and am deeply committed to mentoring emerging professionals.
Education
- Haverford College, B.A. Political Science & East Asian Studies
- Columbia University, M.P.A., Public Policy Administration
- Fordham Law School, J.D.