As a Wealth Director, I partner with families and their advisors to craft tailored solutions for preserving wealth across generations.
My Experience
With 18 years of experience in financial services, I have a track record of successfully serving wealthy families and institutions.
Prior to my current role at Fiduciary Trust International as Managing Director in Miami, I spent 15 years in New York City working in asset management and investment banking. I am dedicated to leveraging my financial acumen, industry knowledge and broad network for the benefit of my clients.
Education
- Tulane University, Bachelor of Science in Finance