Investment professional and thought leader with 20+ years of successfully executing wealth management, financial plans, portfolio construction and business development. Delivering innovative impact investing strategies and differentiated portfolio performance for clients. Growing assets for the ...more

Investment professional and thought leader with 20+ years of successfully executing wealth management, financial plans, portfolio construction and business development. Delivering innovative impact investing strategies and differentiated portfolio performance for clients. Growing assets for the world’s largest institutional clients and managing portfolios for HNW and UHNW individuals, foundations, and endowments. International speaker at ESG conferences, thought leader and author of industry papers and media content. Experienced people manager possessing in-depth knowledge and proficiency in delivering white glove client service, driving revenue, and building a winning team. As an Advisor, I help clients make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement integrated life plans. I am passionate about helping clients identify their personal values, business interests, goals, and future plans, to align their life and wealth. Particular interests are impact investing and empowering women and wealth. Some of my specialties include: •Investment Diversification •Strategic Tax & Estate Planning •Life Changes & Milestones •ESG & Impact Investing •Retirement Preparation and Income •Education Expense Planningless