As Director of Business Strategy, I work with the executive team to shape Fiduciary Trust International’s strategic direction and long-term growth. I lead initiatives that thoughtfully evolve our products and services, ensuring we continue to meet the complex and changing needs of our clients.
My Experience
I have more than 30 years of experience in the wealth management industry, spanning both client-facing and strategic leadership roles. Before joining Fiduciary Trust International, I founded an independent consulting firm and served as CEO and president of two trust companies, as well as holding leadership positions at Cambridge Associates, Wells Fargo and U.S. Trust.
Education
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University of Delaware, Bachelor of Science
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Fordham University School of Law, Juris Doctor
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Columbia University, Master of Business Administration