I focus on managing multi-asset class portfolios in individual trusts and taxable, non-taxable, and retirement accounts. I leverage my experience to help clients achieve their financial goals by developing strategies designed to minimize taxes, manage volatility, and generate income.
The wealth management industry will continue to transform over the next ten years, and the industry will need to evolve its practices to respond to and meet changing client needs. I have a strong desire to utilize my experience assisting clients to achieve financial security and help protect and grow their investments.
Suffolk University, Sawyer Business School, MBA, Finance, cum laude
University of Massachusetts, B.S., Business Management and Finance, cum laude
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