I hold my Bachelor of Science in Finance from Bentley University. My career began with over five years of experience at BNY Mellon Wealth Management, then another five years at Athena Capital, which was acquired by Fiduciary Trust/Franklin Templeton.
When I’m not working, I enjoy playing tennis, skiing, snorkeling, and traveling to emerging destinations.
Designations & Licenses
- CFA Level II Candidate
- Series 7
- Series 63
- Series 65
- NY Life, Accident and Health Licensure
- Bentley NYC Alumni Network
- Patron, Metropolitan Museum of Art