Claudia develops strategies for portfolio management, concentrated stock, wealth transfer, and philanthropy for corporate executives and high net worth families. She enjoys leveraging the firm’s expertise to implement pragmatic, personalized strategies for clients.
Claudia’s experience spans over 15 years in financial services. Claudia has offered wealth management services since 2003.
Earlier in her career, Claudia worked with financial institutions in New York and London. As a consultant with McKinsey & Company, Claudia managed teams to develop strategies for global financial institutions. As a Trader at Merrill, Claudia traded CDs and sold other fixed income products. Claudia was also a banker with Chase Manhattan Bank (JPMorgan Chase) where she structured financing arrangements for corporate clients and engaged in international risk management and acquisition projects.
Claudia holds an MBA in Finance from Columbia Business School and a BA in Economics from Duke University. Claudia is fluent in Spanish and has worked on projects in over 10 foreign countries. She lives in San Francisco with her 2 sons.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
