As Head of Asset Allocation, I am responsible for leading Fiduciary Trust International’s work on cross asset research and strategy across various asset classes and investment segments for high-net-worth clients.
My Experience
I am responsible for identifying, communicating and reporting on important & evolving investment themes as it relates to asset allocation.
I Co-chair Fiduciary Trust International’s Asset Allocation Committee and I am also a member of Fiduciary Trust's Management and Operating Committees.
Additionally, I am a member of the CFA Institute, the Global Association of Risk Professionals (GARP), the CAIA Association, and the International Research Association (IRA).
Education
- University of Illinois at Urbana-Champaign, Bachelor of Science (B.S.) in Finance with Honors
Financial Credentials
- Chartered Financial Analyst® (CFA®)
- Financial Risk Manager® (FRM®)
- Chartered Alternative Investment Analyst® (CAIA®)
- Licensed International Financial Analyst™ (LIFA™)
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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!