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
Before joining the Investment Management team, I worked on manager research and due diligence as part of Fiduciary Trust’s Advisory Services Group. I completed rotations in Bank Compliance, Product Management Office, and Investment Management through Franklin Templeton's Futures Associates Program.
Education
- Columbia University, Bachelor of Science in Operations Research
- New York University, Master of Business Administration specializing in Economics, Finance and Financial Instruments and Markets
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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!