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 1986. I help clients succeed by providing services to clients and their families ensure they are in a proactive position of choice when planning for their financial dreams, goals and aspirations.

I live in Ramsey, New Jersey, and serve clients in the New York Tri-State area. I enjoy travel, cooking, the arts and spending time with family and friends. I am active in my community, where I serve on the Rockefeller University Trust Estate Gift Plans committee. I've also served on the Valley Hospital President’s Council and on their Finance and Estate Plans Committee.

My areas of focus: Attorneys and accountants, Philanthropists, Women

Education

  • Moravian College: Bachelor of Arts, organizational psychology and business management
MY OFFICE

 

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

advisor address map to1095 Avenue of the Americas 15th Floor
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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.