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
Let's talk
Upcoming Events
6
Nov
Strategic selling: Preparing for a successful business exit
Breakfast & panel discussion featuring "Selling Your Business with Confidence" by David W. McCombie III
Space is limited, Inquire Here
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!