I have also served as the lead portfolio manager for a multi-family office and as an advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. I am a University of Pennsylvania, Wharton undergrad and MBA.
Career Highlights
I have 16 years of experience in our industry helping clients. I joined Junto Wealth in 2015 because I was interested in the wider field of service offerings. I knew it would expand my capabilities and deepen my client friendships.
I manage projects, ever-chasing progress. Previously, I designed the process landscape to efficiently run one of the biggest advisor teams at Morgan Stanley. And I drew experience from my earlier role at UBS. I am taking on the "tax man," streamlining his demands on all of us. And I am currently pursuing life planning initiatives.
Personal Pursuits
I am married with two small kids and two abnormally large golden retrievers. In my free time, I enjoy practicing yoga and running to keep up.
Fun Fact
Though not a fan of the water, I was engaged on the shores of St. John, U.S. Virgin Islands and then married at Captiva, Florida. I attended both events without a life jacket.
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