As a Senior Portfolio Manager, I have the privilege of working with families and institutions to deliver customized multi-asset portfolio solutions to help them manage their wealth and achieve their financial and philanthropic goals. With a client-first mindset, I act as a trusted advisor and work closely with my team to provide the highest level of service.
My Experience
My career spans various segments of financial services, including investment banking, institutional relationship management and portfolio management. Prior to Fiduciary Trust International, I held positions at Morgan Stanley Wealth Management and Wellington Management Company.
Education
- Harvard University, MBA
- Yale University, BA, American Studies (Literature)
Financial Credentials
- Series 7, 63 and 65 licenses
Professional Affiliations
- Trustee, Boston University – Chair of the Finance and Budget Committee; member of the Executive and Investment Committees
- Investment Committee Member, Historic New England
- Member, Board of Directors, WBUR
- Past Trustee, Wheelock College – Chaired the Investment Committee overseeing the endowment
- Past Trustee, Massachusetts Healthcare Security Trust