I am responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs and business owners as well as foundations and endowments. I work closely with clients and their advisors to develop financial strategies to help meet clients' current needs and plan for their long-term objectives. Coordinating services and advice such as investment management, planning, trust, private banking, and family office services is something which requires a thorough understanding of my clients and their unique needs. With more than three decades of experience in the trust, investment, and banking industries, I have particular expertise in managing inves