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)