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 1997. I help clients succeed by asking the right questions. In helping clients ascertain the priorities and goals pertaining to their financial life both now and in the future, my role is not to prescribe answers but to help facilitate deep discussions that explore the clients' desires and hopes, as well as their concerns and fears.

I live in New Canaan, and serve clients in New York City, Greenwich and Lower Fairfield County. I am fluent in Korean.

My area of focus: Executives, Next generation, Women

Education

  • The University of Chicago: Bachelor of Science, economics
  • New York University: Master of Business Administration, finance and economics
MY OFFICE

 

1095 Avenue of the Americas 15th Floor
New York, NY 10036

advisor address map to1095 Avenue of the Americas 15th Floor
RECOMMENDED READING

 

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

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Preparing for potential tax law changes

The Biden administration and others have outlined wide-ranging proposals for legislation that would significantly overhaul current income tax policies. U.S. Bank explains how any changes could impact your own financial circumstances.

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Women, money and influence

It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.

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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.