As a Senior Portfolio Manager, I am dedicated to delivering tailored investment strategies that align with our clients' unique goals and values. My focus is on building and managing diversified portfolios that achieve long-term growth, while maintaining a commitment to fiduciary excellence and personalized client service.
My Experience
I have over 30 years of experience in managing investment portfolios, working with individuals, families, foundations, and institutions to create and implement comprehensive investment solutions. Before joining Fiduciary Trust International, I spent 11 years at Wells Fargo Private Bank, where I managed the Investment and Fiduciary Services business for the Northeast region and was involved in the Investment Policy Committee and Fiduciary Investment Management Oversight Committee. Prior to that, I worked for 23 years at Bank of New York Mellon as a senior portfolio manager and market executive, contributing to the firm’s Investment Policy Committe
Education
- Bucknell University, BS in Business Administration
Financial Credentials
- Chartered Financial Analyst (CFA)
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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!