Years of Industry Experience
Years with Neuberger Berman
Wealth Advisor
Years of Industry Experience
Years with Neuberger Berman
With a law degree in tax and estate planning, I started in the financial industry by developing complete asset, tax and estate plans to ensure that each client’s whole financial picture was properly coordinated. Today, as a Wealth Manager, I relish helping Neuberger Berman’s diverse range of clients (from ERISA plans, middle market institutions, foundations and high net worth individuals) create asset allocation and investment solutions tailored to the complexity of their individual needs—for me, it’s all about providing the highest possible level of personalized service.