***My Story & Services***
As a CAP, Senior Vice President, Alternative Investments Director, Lending Specialist, Portfolio Management Director, and Financial Advisor at Morgan Stanley, I work with successful individuals, families, and non-profit organizations to develop and employ comprehensive wealth management solutions that are customized to reflect their unique goals, values, and strategic pri
orities. An All-American athlete and former Teach for America educator, I understand the value of a supportive team in the pursuit of ambitious goals and am passionate about empowering clients with the financial knowledge and resources that they need to prepare for, and seamlessly navigate through, significant transitions and events.
***Working With You***
My practice emphasizes personal client service combined with long-term investment planning. We focus on understanding your goals and values — where you want to go in life, and what you want to achieve – and using this information to inform your investment strategy. When you work with me, you can expect:
• Clear and transparent communication
• Thoughtful and unbiased recommendations
• Comprehensive financial planning
• Precise and efficient implementation
• Continuous monitoring
• First-class “High touch” customer service
• Access to the full breadth of Morgan Stanley’s products and services
I graduated summa cm laude and Phi Beta Kappa from Boston College with an honors B.A. NMLS #: 1578888
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