Associate
Portfolio Management
Professional Experience
Commonfund
Education
BA, Trinity College
Partner, CIO
Portfolio Management
Investment Committee
Professional Experience
JP Morgan Chase
Co-Head, Managing Director, Financial Institutions Mergers & Acquisitions and Depository Investment Banking
Affiliations
Lehigh University’s
College of Business & Economics
Past Chair of the Dean’s Advisory Council
Century Equity Partners
Senior Advisor
Education
MBA, Columbia Business School
BS, BA, Lehigh University
Partner, Chief Compliance Officer
Head of Client Services
Professional Experience
Goldman Sachs & Co.
Private Wealth Management
Education
BA, University of Delaware
Executive Assistant & Administrative Manager
Professional Experience
BBR Partners
Investment Research
Education
BS, State University of New York at Plattsburgh
Office Manager - NYC
Professional Experience
Goldman Sachs & Co.
Municipal Bond Department,
Private Wealth Management
Education
BA, Fordham University
Senior Director
Portfolio Management & Client Advisory
Investment Committee
Affiliations
Family Wealth Alliance
Member, Young Professionals Network
Education
BS, Rutgers Business School
Manager
Family Office Services
Professional Experience
Kingdon Capital Management
Head of Operations, Kingdon Advisory
Education
BA, University of Delaware
Associate
Finance & Reporting
Professional Experience
KPMG Advisory
Financial Services Solutions
Education
BS, Virginia Tech
Associate
Reporting & Client Services
Professional Experience
Fidelius Group
Business Analysis
Education
BA, Birmingham City University
Managing Director
Finance & Reporting
Professional Experience
KPMG
Audit, Financial Services
Education
MBA, Rutgers Business School
BA, University of Vermont
Senior Director
Finance & Reporting
Professional Experience
Ernst & Young LLP
Audit, Financial Services
Education
BS, University at Albany, State University of New York
Analyst
Investment Research
Education
BA, Connecticut College
Chief of Staff
Family Office Services
Project Management
Professional Experience
Ann Inc., Coach
Human Resources
Affiliations
Lehigh University’s Zoellner Advisory
Council Member
Family Wealth Alliance
Member, Young Professionals Network
Tina's Wish
Leadership Council Member
100 Women in Finance
Member
Education
MBA, New York University Stern School of Business
MA, BA, Lehigh University
Senior Director
Investment Research
Portfolio Management
Investment Committee
Professional Experience
Summit Rock Advisors
Senior Associate,
Investment Team
Education
BS, New York University Stern School of Business
Director
Family Office Services
Professional Experience
Goldman Sachs & Co.
Private Wealth Management
Education
BS, Saint Peter’s University
Founder, Managing Partner
Head of Client Advisory
Investment Committee
Professional Experience
Goldman Sachs & Co.
Vice President, Private Wealth Management
Affiliations
Circle Financial Group
Co-Founder, Vice-Chair
Lehigh University Board of Trustees
Trustee Emerita
Immediate Past Vice Chair and
Executive Committee Member
Member, Past Chair, Investment Committee
Columbia Business School
Board of Overseers Member
Family Wealth Alliance
Member, CEO Round Table
Women Moving Millions
Member,
Past Finance Committee Chair
Women's Health Access Matters (WHAM)
Board Member
Education
MBA, Columbia Business School
BS, Lehigh University
Managing Director
Family Office Services
Trust & Estate Services
Investment Committee
Professional Experience
Northern Trust, US Trust
Private Wealth Management
Affiliations
100 Women in Finance
Member
Education
BA, Denison University
Partner, CTO
Portfolio Management
Investment Committee
Affiliations
Columbia Business School
Alumni Club of New York
Member
CFA Society New York
Member
CFA Institute
Member
CWM Proprietary Investment App
Lead Developer
Twilight Park
Treasurer
Family Wealth Alliance
Member, Young Professionals Network
Education
MBA, Columbia Business School
BS, University of Virginia
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