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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

12

Jan

The 60th Annual Heckerling Institute on Estate Planning

Please visit us at Booth #323.

We look forward to connecting with you in Orlando!