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