I am a seasoned Portfolio Manager with 19 years Wealth Management experience in developing and maintaining relationships with high-net-worth individuals. By taking a comprehensive approach to evaluating my client’s overall financial conditions, I help them achieve their long-term financial goals. ...more

I am a seasoned Portfolio Manager with 19 years Wealth Management experience in developing and maintaining relationships with high-net-worth individuals. By taking a comprehensive approach to evaluating my client’s overall financial conditions, I help them achieve their long-term financial goals. I enjoy meeting with clients to understand their unique needs and help them obtain financial security through proper asset allocation and diversification. As a Portfolio Manager and stakeholder at Bryn Mawr Trust, I am dedicated to the growth and success of the firm. Through my strong work ethics and leadership skills, I help foster teamwork and create a work culture that values collaboration. I have strong communication skills and as a trusted financial advisor, I have been quoted in numerous articles published by USA Today, CNBC, Fox Business, and US News related to investments, retirement and financial planning.less