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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
My practice focuses on the needs of high net worth families, foundations/endowments and small to mid-size businesses. I have spent over 20 years in asset management including Senior Vice President positions with Capital Guardian Trust Company, Neuberger Berman and Sanford C. Bernstein (Principal). I also held a number of senior sales positions at IBM Corporation and ROLM Corporation. Prior to my business and financial services industry experience, I worked as a social worker in London, England. I have an M.B.A. from Pace University, a C.Q.S.W. from the London School of Economics and a B.A. from Hampshire College. Non-profit board affiliations have included the Concordia Orchestra, The Long Island Philharmonic and The Juvenile Diabetes Research Foundation. I currently serve as the Co-Chair of Development for the Bank Street School for Children.
Education
Senior Vice President–Wealth Management
Financial Advisor
My practice focuses on the needs of high net worth families, foundations/endowments and small to mid-size businesses. I have spent over 20 years in asset management including Senior Vice President positions with Capital Guardian Trust Company, Neuberger Berman and Sanford C. Bernstein (Principal). I also held a number of senior sales positions at IBM Corporation and ROLM Corporation. Prior to my business and financial services industry experience, I worked as a social worker in London, England. I have an M.B.A. from Pace University, a C.Q.S.W. from the London School of Economics and a B.A. from Hampshire College. Non-profit board affiliations have included the Concordia Orchestra, The Long Island Philharmonic and The Juvenile Diabetes Research Foundation. I currently serve as the Co-Chair of Development for the Bank Street School for Children.
Education
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$5+ trillion
In invested assets globally
As of 11/07/2023
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