With over 20 years of experience in the financial services industry, I am a seasoned executive leader with deep expertise in investment management, retirement, philanthropic services, and estate planning. I hold the CFP and CIMA credentials, which demonstrate my commitment to excellence and ethics in the field of personal financial planning and investments. As the Managing Director at Syntrinsic LLC, I provide customized investment solutions to endowments, foundations, and other nonprofit organizations. I am passionate about helping our clients align their investments with their missions and values, and achieve positive social and environmental impact. I also leverage my extensive network