Understanding

A Sense of Purpose

I became a financial advisor because I love helping people get the most out of
their resources. This looks different for everyone, but often starts with creating
financial statements and understanding their future needs.

I have never done this for someone and not had them breathe a sigh of relief.
When people get clarity on their financial situation, it results in a sense of purpose
that consistently flows into other areas of their lives; and that is the most rewarding part.

Guiding Principles:

Transparent - I will be clear and direct.

Sophisticated - I will strive to understand your most complex issues and I will simplify them for you.

Practical - I will focus on actions and results, not theory and ideas.

I’ve been fortunate to work with highly successful people for most of my career.
Time and again I have seen that what they really need is solid, trustworthy advice
on a broad range of financial issues that will be regularly changing over the course
of their lives. I create consistency for my clients each step of the way.

I also partner with several of UBS’s largest and most experienced advisory teams to
deliver investment advice. We focus on highly efficient strategies that are designed
to deliver the best possible after-fee and after-tax returns.

The breadth, depth, and reliability of UBS’s Private Wealth Management platform
allows me to do all of this in a way that is specific and customized for each client.
The resources are unparalleled.

Previous Experience

– Executive Director, J.P. Morgan Private Bank, 2009 – 2021
– Planned Giving Fundraiser, Harvard University, 2004 – 2007

Education and Credentials

– Chartered Financial Analyst®
– M.B.A. with distinction in capital markets, Cornell University, Johnson Graduate
School of Management, 2009, Roy H. Park Leadership Fellow
– B.A., art history, Williams College, 2002
– Series 7 and 63 securities licenses and Investment Advisor