With 40 years of work experience in the investment and wealth management industry, I have founded and led two innovative and successful firms: Convergency Partners and Vestria Capital. As the CEO of Vestria Capital, I oversee the strategic vision, operations, and growth of the firm, which provides ...more

With 40 years of work experience in the investment and wealth management industry, I have founded and led two innovative and successful firms: Convergency Partners and Vestria Capital. As the CEO of Vestria Capital, I oversee the strategic vision, operations, and growth of the firm, which provides comprehensive and customized solutions for RIA’s. Previously, as the founding partner of Convergency Partners, I leveraged my expertise in investment strategy and solutions to create a unique platform that connects investors, advisors, and asset managers. Before becoming an entrepreneur, I held senior leadership roles at Citibank, UBS and Morgan Stanley, where I was responsible for developing and managing a wide range of investment products, services, and markets for the wealth management divisions. I also served on the board of directors of America's Warrior Project, a non-profit organization that supports veterans and their families. I have multiple FINRA registrations and a BS in General Engineering. I am passionate about delivering value, excellence, and innovation to my clients and partners, and I am always eager to learn and grow in my field. I bring a diverse and collaborative perspective to my work, and I strive to empower and inspire my team and the broader community.less