As a Regional Managing Director and Senior Portfolio Manager, I spearhead the Palm Beach region for Fiduciary Trust International. Renowned for my strategic acumen and unwavering commitment, I not only oversee the region's operations but also serve on both the Management and Operating committees, driving forward-thinking initiatives. I am also a board member of Fiduciary Trust International of the South and ensure alignment with the company's core values and objectives.
With a steadfast focus on precision and integrity, I provide comprehensive financial planning advice and portfolio management to discerning individuals, families, trusts, endowments and foundations, delivering tailored solutions to secure their financial legacies.
My Experience
I have a rich background in wealth management, portfolio management and estate and tax planning including senior leadership roles at the multi-family office Bessemer Trust and two single-family offices in Florida.
I began my wealth management career at Smith Barney (Morgan Stanley) and gained valuable experience in tax and estate planning at KPMG and Rachlin Cohen and Holtz, LLP (Marcum).
With this experience, I am well-equipped to provide comprehensive financial advice.
Education
- Florida International University, Master of Taxation degree
- University of Florida, Bachelor of Science in accounting
Financial Credentials
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
- Certified Public Accountant (CPA)
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!
19
Nov
Dive into Philanthropy: A roundtable on strategic philanthropy
Cocktail & panel discussion at the International Swimming Hall of Fame
Space is limited, Inquire Here