/I advise C-suite executives, business owners, entrepreneurs and multigenerational families across Long Island who have accumulated substantial wealth and seek a premier institution with global capabilities designed specifically for complex balance sheets. I am a trusted advocate to help clients transform hard work and ambition into meaningful, long-lasting legacies. 

I take a personalized approach to wealth management, and enjoy listening to an individual’s success story to learn about the people and priorities that are most important to them. I provide a continuity of guidance across generations, designing bespoke strategies that align with each family’s aspirations. 

As a CERTIFIED FINANCIAL PLANNER™ professional, I make comprehensive recommendations that are informed by the firm’s specialists, and which span trust and estate planning, risk mitigation, traditional/alternative investing, cash management, lending and more. I explain complex topics in a straightforward manner, and find it rewarding to resolve challenges that stand in the way.