As a Portfolio Manager, I have the privilege of working with families and institutions delivering customized solutions to managing their wealth across all asset classes. With client goals and objectives always in mind, I work with my team to provide the highest level of client service.
My experience
I have spent my career in various segments of the investment world and have utilized my experience along the way to add value for my clients. My work experience includes investment management (GMO & Fidelity) and Performance and Analytics (State Street Analytics).
Education
- University of Massachusetts, BA Economics
- Bentley University, MBA
Financial Credentials
- CFA Society Boston
Let's talk
Upcoming Events
7
Mar
The American College of Trust and Estate Counsel
We are proud to sponsor the 2026 ACTEC Annual Meeting
We look forward to connecting with you in Tampa!