Senior Vice President | Managing Director | Wealth Strategy
CurrentWorking with a national advisory team and other specialists in a dynamic ultra-high-net-worth team/platform that includes investment management, estate services, and other subject area experts, I help families establish a personal legacy while providing ongoing, comprehensive, and integrated services. I serve as an advisor to ultra-high-net-worth families on diverse aspects of estate and wealth planning, such as family governance, education, and multi-generational trust administration.