I am the head of J.P. Morgan Private Bank in Boston. In this capacity, I am responsible for a team of professionals who provide customized wealth management advice to high-net-worth and ultra-high-net-worth families, trusts and foundations in New England. We offer clients a distinctive view on current global economic and market conditions, based on extensive local research and the global resources available across J.P. Morgan. My team and I offer guidance and strategies across multiple practices, including investments, credit & lending, banking & liquidity management, and trust & estate planning, helping clients pursue their current and future financial goals. I have worked in the investment management industry since 1991 and managed the J.P. Morgan Investments Team in Boston from 2007 until 2014. Prior to joining J.P. Morgan, I was an investment professional at Goldman Sachs & Co. and held a variety of leadership positions at Fidelity Investments. I have earned an M.B.A. from Columbia Business School, a Bachelor of Science from The Wharton School at the University of Pennsylvania, and am an active alumnus of Belmont Hill School.