As a Portfolio Manager, I partner with ultra‑high‑net‑worth individuals, families, foundations, endowments and family offices to construct and manage customized, multi‑asset investment portfolios. I specialize in overseeing complex portfolios across large relationships with distinct investment objectives for U.S. and international clients.
My Experience
With over 10 years of experience in wealth and investment management, I bring a deep understanding of financial markets and portfolio construction. Prior to joining Fiduciary Trust International, I was a Senior Portfolio Manager and Fund Manager at Deutsche Bank in New York, where I managed customized multi‑asset portfolios for individual and institutional U.S. and international clients. I served as a member of the Americas Regional Investment Committee and as co‑chair of the Investment Advisory and Trust Investment groups.
Education
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Baden-Württemberg Cooperative State University, Germany, Bachelor of Arts (B.A.) in Business Administration – Banking
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ZHAW School of Management and Law, Switzerland, Master of Science (MSc) in Banking and Finance
Financial Credentials
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Chartered Financial Analyst (CFA)
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EFFAS Certified ESG Analyst® (CESGA)
Professional Affiliations
- Member of the CFA Institute and the CFA Society New York