In my work with the firms largest clients, as well as those with the most complex needs, I bring my expertise in working to align families’ legacy goals with their trust and estates wealth transfer strategies and planning, with an emphasis on next generation education and philanthropy.
I also lead the development and implementation of the firm’s Women & Wealth Program and am responsible for the firm’s national attorney outreach strategy, focusing on in its integrated and collaborative delivery of fiduciary and investment services.
In addition I speak and write on a variety of issues relating to wealth transfer and legacy planning. I am a member of Fiduciary Trust International’s management and operating committees and also serve on Fiduciary Trust Company of Delaware’s board and well as Fiduciary Trust International’s DEI Council.
My Experience
Prior to joining Fiduciary Trust International, I served as head of Atlantic Trust’s wealth strategies group and as senior wealth strategist in their New York office. Previously, I was a wealth planner with Brown Brothers Harriman & Company and, before that, I practiced law in the trusts and estates department of Carter Ledyard & Milburn LLP.
Outside of the office, I serve on several boards, including the American Bar Association’s Section of Real Property, Trust and Estate Law, and am co-chair of the Emotional & Psychological Issues in Estate Planning Committee of the Non-Tax Estate Planning Considerations Group; Trust & Estates Magazine Editorial Advisory Board and its Family Business Committee; the Leaders Council of the UHNW Institute; New York Presbyterian’s Planned Giving Advisory Council; and I serve as a member of the Board of Trustees of the Miss Porter’s School, where I sit on the Finance and Investment Committees.
Education
- Boston College, BA, magna cum laude
- Boston College Law School, J.D.
Financial Credentials
- TEP, member of STEP
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