For more than two decades years, I have been serving the complex wealth management needs of an exclusive and limited number of high-net-worth clients across the country. Always striving for excellence, my aim is to create an atmosphere that is comfortable, consultative, and uniquely focused on your needs. Drawing on my double Ivy League degrees from Cornell University and my lengthy tenure at Goldman Sachs Private Wealth Management and Merrill Lynch Wealth Management, I am passionate about catering to the sophisticated needs of an exclusive and limited number of high-net-worth individuals and multiple generations of their families across the country.
My distinctively customized and sophisticated concierge-level of service is attuned to bringing greater clarity and structure to managing all the key aspects of your financial life. With the ability to effectively communicate with you, your spouse, and every generation of your family, I can assist you through key transitions in your life and in the lives of your children and grandchildren.
Taking advantage of my years of experience and natural instincts, I read between the lines to discern what is truly important to you. What are your passions? What are your children’s and grandchildren’s hopes, dreams, and fears? What is your family’s purpose and mission statement? What do you hope to accomplish to leave a mark on the world?
I welcome the opportunity to connect you to the extensive global resources and capabilities at Merrill®, including tax minimization strategies, multigenerational wealth management, pre-liquidity event planning strategies, and other “family office” style services to help you pursue your most meaningful goals. Additionally, I can provide you with access to Bank of America for trust and estate planning services and custom credit and lending solutions.
I look forward to being an invaluable resource for every stage of your family’s financial life, today, tomorrow, and in the future.
Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
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.
