I started my career in Private Banking servicing Ultra High Net Worth individuals, family offices and endowments. I have always enjoyed connecting with clients and getting to know their stories; where they came from, how they got to where they are and what they hope for in the future.
After almost a decade I decided to leave the large wire houses and move to the independent channel which allowed more agile flexibility to do what is right for the client and the firm.
Since then, I have helped run a $3B independent Registered Investment Advisory firm and most recently was responsible for the launch and operations of the Investment Advisory arm of a local publicly traded bank.
I grew up in Maryland and was recruited by LaSalle University to play lacrosse, that is where my love for the Philadelphia area began.
I feel lucky to have found a culture at Concentus that not only supports my career ambitions but more importantly supports my needs as a working mother; a healthy work life balance.
My Prior Experience
Began my career working for Smith Barney in New York working on a Citi Family Office team and then as a client relationship manager at Credit Suisse Private Banking. Most recently I ran the operations at two different Registered Investment Advisory firms.
Grew up in Maryland. Married with two energetic children. Currently living in Radnor, PA.
My Favorite Quotes
“Culture isn’t just one aspect of the game—it is the game. In the end, an organization is nothing more than the collective capacity of its people to create value.”
– Louis Gerstner
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffett