As a Senior Relationship Manager within the Investor Services department, I service ultra high-net worth Individuals, Trust & Estates, IRA, and Family Office custody accounts. In addition, I also work closely with Registered Investment Advisors (RIAs) tailoring custody solutions for their clients.
My Experience
I joined Fiduciary Trust International in 2002 as a Relationship Manager. Prior to FTI, I worked at U.S. Trust Company for nine years as Manager of Strategic Trading Division.
Education
- Briarcliffe College, Bachelor of Arts in Finance, cum laude
Financial Credentials
- Certified in Trust Administration and Estate Planning with New York Bankers Association
- Claritas Investment Certificate by the CFA Institute
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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!