As a Team Leder and Senior Portfolio Manager, I lead a team of investment professionals, wealth planners and trust officers with a combined portfolio of $4 billion in client assets. I am also responsible for managing a high-net-worth private client base with more than $1.5 billion in taxable, retirement and trust assets. Clients describe me as someone they enjoy working with because of my high-touch approach and relentless desire to help.
My Experience
Senior Portfolio Manager with over 30 years of experience in the financial services industry.
- JP Morgan Private Bank - Portfolio Manager (New York and London)
- UBS Private Bank - Portfolio Manager (New York and Zurich)
- Morgan Stanley Private Bank - Portfolio Manager (New York)
Education
- Fordham University, Graduate School of Business, MBA in Finance and Taxation
- Saint John’s University, College of Business Administration, Bachelor of Science in Finance, Minor in Asian Studies
Financial Credentials
- Certified Financial Planner (CFP)
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!