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)
Let's talk
Upcoming Events
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!
