What I enjoy most is working closely with family and institutions to help define and achieve their investment, planning and philanthropic goals. My focus is on empowering clients to make informed, forward-looking decisions that bring them peace of mind and confidence in their financial futures.
My Experience
I have spent over 30 years as an advisor, investor and educator. Prior to joining Fiduciary Trust International, I was Director of Investment Strategy at Girard, where I developed tailored asset allocation and investment solutions and was responsible for external investment communications. My experience includes over 15 years of direct equity research and portfolio management at Bluefin Investment Management, Redstone Investment Management and Miller, Anderson & Sherrerd/Morgan Stanley. I also have experience as a teacher at The Shipley School and Center for Self-Care, working with adolescents and adults.
Education
- Haverford College, B.A. Economics and Growth and Structure of Cities
- University of Pennsylvania, M.S. Nonprofit Leadership
Financial Credentials
- Chartered Financial Analyst (CFA®)
- Certified Financial Planner (CFP®)