As a seasoned portfolio manager, I possess the expertise and experience to help you navigate the complex and ever-changing financial and economic landscape with confidence.
I believe in fostering long-term partnerships with my clients, going beyond simply managing their portfolios. I take the time to understand your unique financial situation, your goals, and your risk tolerance so you are empowered to make informed decisions.
Utilizing a diversified approach, I strategically allocate assets across various sectors and asset classes, aiming to maximize your long-term returns while actively managing risk.
My Experience
I have more than 19 years of portfolio management, investment policy development and strategic asset allocation experience. Before joining Fiduciary Trust International, I served as a senior portfolio manager and senior vice president with Northern Trust in Atlanta. Prior to that, I was an investment strategist at Wells Fargo Private Bank.
Education
- Campbell University, BBA in Trust & Investment Management, minor in Financial Planning
- MBA, Campbell University
Financial Credentials
- Chartered Financial Analyst (CFA)