ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1988. I help clients succeed by working on solutions and strategies that help manage both sides of their balance sheet and create a legacy plan that meets their needs.

I live in Fairfield, Connecticut, and serve clients in the Tri-State area. I enjoy being active in my community, serving my parish, St. Pius X in Fairfield. I am currently a member of the Fairfield County Community Foundation’s Professional Advisor Council and previously served on the Weston Board of Finance as well as the Board of the Hypertrophic Cardiomyopathy Foundation. When not working, I enjoy outdoor activities of running, boating and golf. I have a passion for travel, as I grew up in an international environment living in Indonesia, Australia and Singapore before settling in New Hampshire.

My areas of focus: Business owners, Executives, Retirees

Education

  • New York University: Master of Business Administration
  • Wesleyan University: Bachelor of Arts
MY OFFICE

 

Contact employee for address
Home-based, CT 99999

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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.