- Managing Director, Private Client Advisor, Bank of America Private Bank
- MBA, NYU Stern School of Business
- BA, Tufts University
Who I work with
I work with high net worth families and individuals, as well as with nonprofit organizations, to pursue their often complex financial objectives. My clients span a range of industries, but they all want a partner to help navigate life events and the inevitable fluctuations of the financial markets. I also help clients steward their hard-earned wealth to benefit succeeding generations.
How I work with clients
Client engagement starts with listening and being curious. This helps me gain a deep understanding of a client’s values and concerns, as well as what they enjoy and what drives them. Developing this holistic understanding of who clients are as people helps me serve a wide range of needs.
The importance of financial education
Clients come to us with varying levels of financial knowledge. But whether someone is financially sophisticated or building their base of knowledge, my job is the same: to meet them where they are and make them feel truly involved in managing their financial lives.
“Clients typically want one of two things: to achieve a positive outcome or avoid a negative one. Whatever the case, my role is to assess the situation and provide options, then work side-by-side to pursue the strategy with energy and confidence.”