I am a Senior Vice President with U.S. Trust, which I joined in 2008. I work closely with high-net-worth individuals, families and business owners to help develop detailed financial strategies designed to help advance my clients long-term goals.
I lead a team of U.S. Trust specialists with detailed knowledge of investment management, trust and estate planning services, credit and philanthropic solutions.
Prior to joining U.S. Trust, I was a Senior Manager in Private Client Services at Ernst & Young, LLP and served largely entrepreneurial clients in California and the Washington, DC area. Before joining Ernst & Young, I practiced law in Denver, Colorado.
I received my B.A., magna cum laude, from the University of Colorado at Boulder and my J.D. from the University Of Colorado School of Law, where I also received a Tax Certificate.
I am a member of the District of Columbia Bar, the Colorado Bar, and holds the CERTIFIED FINANCIAL PLANNER™ designation.