I specialize in providing holistic wealth management services to our clients. As a member of our ultra-high-net-worth practice, I act as our clients’ personal CFO, coordinating and implementing investment management, income tax, estate tax, retirement, and education planning for individuals and families.
Wealth Management
Experience
I played lacrosse for University College Dublin when I studied abroad during college. That amazing experience took me to multiple European countries and introduced me to tons of different players from other European national teams.