I’m a PWM analyst whose practice focuses on wealth planning and trust-and-estate services for high-net-worth individuals.I work on a team of PWM planners, portfolio managers, attorneys, and private bankers to provide counsel and expert advice in all areas of Private Wealth Management (wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration).

I serviced equity compensation plans for both domestic and international publicly traded and privately held companies.

I managed a $230mm portfolio comprised of UHNW individuals and families, each with unique financial goals and complexities; I provided comprehensive family office services on an investment counsel.

Gained exposure to the inner workings of a private wealth management firm with a comprehensive tax practice managing a $3B book of business.

I performed legal research, reviewing federal and state policies, paper and financial documents to draft cases for Administrative Law Judges. (CARES Act)