Burlington, Vermont, United States
I am an advisor and speaker working at the intersection of legacy, family systems, and intergenerational stewardship. My work focuses on supporting individuals, families, foundations, and institutions in identifying, managing, and preserving legacies with intention and care. Over the past seventeen years, I have spoken internationally — across the United States, Europe, and the Middle East — engaging family enterprise and legacy audiences on themes of cohesion, identity, and long-term continuity. I also work with financial services, advancement, and philanthropic professionals to strengthen their understanding of and service to legacy-oriented individuals and families. Across my work, I am interested in how narratives are formed, carried, and revisited over time — and in supporting individuals, families, and institutions in engaging those stories with greater clarity, context, and stewardship.
• Gift Acceptance & Naming Committee - Chair '25-Current • Search Committee: Capital Campaign Director - '25 • Executive Committee - '24-'26 • Governance Committee - '23-'26 • Advancement Committee - Chair '24-'26; Vice-Chair '22-'24; Member '16-'22 • Annual Fund Chair '19-'21 • Marketing/Branding Task Force '18 • Ad hoc Branding Task Force '17
► Co-founded an international speaking and media platform dedicated to translating enduring legacies into contemporary insight and influence.