I engage with clients to deliver a breadth of expertise and strategically navigate diverse markets, building portfolios that marry client's goals with their assets. I engage a team of experts combining FTI’s team members and outside council, to incorporate trust, estate, tax, and financial planning inputs. I feel a sense of accomplishment through a commitment to communication, and detailed analysis and execution, if I have brought peace of mind to current clients and future generations.
My Experience
Prior to joining Fiduciary Trust International in 2020, I was a Senior Portfolio Manager at U.S. Trust –Bank of America Private Bank, a Portfolio Manager at Evergreen Investments –Wachovia Bank, as well as Shawmut Bank where I began my career. I bring this ever-accumulating experience to every conversation with clients as we work together on their portfolios.
Education
- University of Connecticut, Bachelor of Science in Finance
- New England School of Banking’s trust program at Williams College which includes coursework in tax and estate planning
Financial Credentials
- Chartered Financial Analyst (CFA) designation
Professional Affiliations
- Member of the CFA Society New York
- Past Board Member and current Citizen's Advisor for The Friends of the Ferguson Library
- Current Board Member of CTWAC (Connecticut World Affairs Council) part of World Affairs Councils of America
- Member of OTR (Off The Record) in NYC
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!