I was born and raised in the Boston area, and my work is rooted in both local tradition and a global perspective. After graduating from Emmanuel College with a degree in Political Science and a specialization in International Relations, I have built nearly a decade of experience in private wealth and trust administration.
As a Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner (AEP®), I focus on sophisticated fiduciary solutions for high-net-worth individuals and families, ensuring that each legacy is preserved with precision, discretion, and intention. I am also an active member of the Boston Estate Planning Council, where I collaborate with leading professionals across legal, tax, and financial disciplines to advance best practices in wealth transfer and estate administration.
Beyond my fiduciary practice, I serve as President of the Artissima Foundation, a Boston-based nonprofit dedicated to supporting and showcasing emerging artistic talent. This role allows me to merge financial expertise with a passion for culture, contributing to both the preservation of wealth and the enrichment of community.
The information contained herein is provided for educational and informational purposes only and should not be construed as legal, tax, or financial advice. No client relationship is created by your review of this material. You should consult with an attorney, tax advisor, or financial planner before making any decisions based on the content provided.
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