I have more than ten years of experience in both large and small financial services organizations, including real estate, banking, and wealth management. Throughout my career I have been client-focused, serving ultra-high net worth, high net worth, and affluent individuals, families, and foundations.
Prior to joining Urban Wealth Management, I was a Managing Director at a private investment firm. I oversaw strategy development and implementation, organizational design, and process improvement. I helped create a positive client experience aimed at streamlining and enhancing the relationships of those we served.
What I love most about working in the financial services industry is the relationships we get to build with our clients. I enjoy being part of a team that provides white glove service while delivering customized financial solutions that align with the personal and social priorities of our clients. It’s the high caliber of people I work with that truly makes this an enjoyable career.
I graduated with a Bachelor of Science in Business Management from New York University. My parents taught me from a young age about the importance of philanthropy. I have spent my free time volunteering as an advocate for foster children with CASA NY and as a volunteer at NY Cares. I enjoy traveling and attending the opera and other performing arts events with my husband.