I bring over 20 years of experience working with ultra high net worth private clients and institutional investment managers. At WhaleRock, I am responsible for developing and managing relationships with high net worth clients and their families, advising on the full spectrum of wealth management issues, drawing upon the various resources of the firm and its outside network of expert professionals. Prior to JP Morgan, I was was Managing Director at U.S. Trust, Bank of America Private Wealth Management, where I served as a Private Client Advisor to high net worth individuals and their families, including executives, proprietors, and prominent commercial clients. During those years, I teamed