Long Island's Regional Food Bank Founded by Activist/Singer Harry Chapin

Responsible for leading the wealth management team and growing the Firm's business on Long Island by servicing the comprehensive planning, investment and private banking needs of our clients with distinction.

Executive in charge of driving portfolio strategy and risk initiatives through the development and positioning of guidance-based investment solutions to ensure that U.S. Trust thought leadership is expressed in client portfolios across all channels on a national scale. Portfolio strategies cover the full range of clients, from ultra-high net worth to the high end of the mass affluent markets.

Co-managed two of the three largest Regions in the United States. Personally directed and supervised a team of 75 investment professionals, including 30 senior portfolio managers that managed $20 billion in discretionary portfolios for ultra high net worth and high net worth clients, trusts, foundations, and endowments. Client portfolios are needs-based, global, fully diversified and include traditional and alternative investment strategies, as well as hard assets. Actively engaged in recruiting, hiring and coaching non-investment professionals, including Client Advisors and Business Developers. Played an active role in new business development efforts and an ongoing role in managing strategic client relationships.

Managed private client discretionary accounts totaling $3 billion. Member of the Investment Policy Committee responsible for asset allocation and top-down global macro investment decisions. Worked directly with clients to determine appropriate investment strategy based on risk budgets and return objectives. Traveled globally, meeting with clients and prospects to discuss portfolio positioning, articulate investment process, communicate views of the markets, and review performance. Served as primary relationship manager for independent fee-based Registered Investment Advisors that used Julius Baer's proprietary investment strategies.

• Established and co-managed the Global Markets Investment Strategy Team serving J.P. Morgan’s high net worth clients around the world. Member of the Private Client Investment Review Committee. Oversaw the design, development and implementation of asset allocation models covering traditional and alternative investments. Responsible for making ideas actionable in client portfolios• Constructed customized equity portfolios and structured products tailored to clients’ risk profiles, investment philosophies and after-tax return objectives based on fundamental research and bottom-up stocks selection. • Published a weekly market commentary and monthly global publication for private clients. Produced a Monthly Review and Chart Book for clients that presented an integrated view of the global financial markets. Served as a Morgan spokesperson and was frequently quoted in financial publications including The New York Times and Wall Street Journal.