I have spent more than 30 years building and managing relationships with individuals and families, helping them navigate complex financial decisions and long-term wealth planning. Throughout my career, my focus has been on understanding each client’s unique goals and delivering thoughtful, personalized guidance.
As Senior Relationship Manager and Director of Client Experience, I draw on that relationship-driven perspective to help shape how our firm serves clients. I work closely with advisors, market leaders and internal stakeholders to incorporate client feedback and enhance the overall client experience.
My Experience
Before joining the firm, I was an Executive Director at Morgan Stanley Trust and a senior member of its Family Wealth Group, where I advised families on fiduciary, investment management and family office matters. Earlier in my career, I held senior relationship management and leadership roles at U.S. Trust within the Multi Family Office Group.
Education
- University of Pennsylvania, The Wharton School, Aresty Institute of Executive Education, Pension Fund and Investment Management Program
- Stanford University, Executive Business Program
- Fordham University, College of Business Administration, Bachelor of Science
Professional Affiliations
- Finance Committee Member and Former Board Member, Mercy Center
- Former Member, Trust & Investment Executive Committee, New York Bankers Association