As Head of Business Strategy and Innovation, I identify, develop, and execute strategies that continuously enhance BBR’s superior service for our client families. Prior to leading the innovation and strategy efforts for the firm, I was a Director of Portfolio & Wealth Advisory working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. I am also a member of BBR’s Operating Committee. Previously, I was a Project Analyst at Legg Mason Capital Management, supporting the CFO and CEO on research projects and market analysis. I received a BA in English from Duke Un