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 35 years of experience in the wealth management industry, having managed investment portfolios for individuals, trusts, pensions, and foundations. Before joining Fiduciary Trust, I was a Managing Director and Senior Portfolio Manager at Deutsche Bank, where I developed customized investment solutions. My career also includes roles as a Vice President and Portfolio Manager at Merrill Lynch Asset Management and in the private banking group at First Fidelity Bank.
Education
Connecticut College, Bachelor of Arts in Economics
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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!