Trusted advisor with experience in client relationship management, investment research, and portfolio construction. Currently a Wealth Manager at BNY Mellon Wealth Management, delivering advice around asset allocation, investment solutions and fiduciary concepts to clients and prospective ...more

Trusted advisor with experience in client relationship management, investment research, and portfolio construction. Currently a Wealth Manager at BNY Mellon Wealth Management, delivering advice around asset allocation, investment solutions and fiduciary concepts to clients and prospective clients. Focus on larger and complex relationships, $10 million and above. Prior to BNY Mellon Wealth Management, was instrumental in producing investment research on closed-end funds and ETFs. This included tactical and strategic product positioning, development of marketing materials, as well as construction and management of portfolios. Specialties: investments, portfolio construction, product marketing, relationship building, analytics, sales supportless