As Director of Client Experience, I am responsible for enhancing and streamlining our firm’s delivery of exceptional service to clients. I work closely with our market leaders and key stakeholders to incorporate direct feedback from advisors and clients, ensuring that every aspect of the client experience reflects the highest standards of care, responsiveness and excellence.
Previously, I served as Senior Relationship Manager and Team Leader in our New York market, where I partnered with individuals and families to deliver comprehensive wealth management solutions tailored to their complex financial needs and long-term objectives.
My Experience
I bring more than 30 years of experience in wealth management, fiduciary services and family office advisory. Before joining the firm, I served as Executive Director at Morgan Stanley Trust and was a senior member of its Family Wealth Group, where I provided customized fiduciary, investment management and family office services to ultra-high-net-worth families. Earlier in my career, I held senior relationship management and leadership roles at U.S. Trust within the Multi Family Office Group.
Education
- Wharton University of Pennsylvania, 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 degree
Professional Affiliations
- Member of Finance Committee, Mercy Center
- Former Board Member, Mercy Center
- Former Board Member, New York Bankers Association, Trust & Investment Executive Committee