New York City Metropolitan Area
As the CEO of Kaliber & Company, I leverage my 30+ years of experience in financial advisory services to lead our organization in empowering families to navigate the complexities of multigenerational wealth. I helped launch Kaliber & Company in 2007, which started as a firm providing financial advice and family office services to select individuals of Kohlberg Kravis Roberts & Co. L.P. and their families. We provide a 360-degree perspective to protect clients’ best interests and help them oversee and manage their assets and financial needs. Formerly known as KKR Financial Services Company, Kaliber & Company is a multidisciplinary firm that empowers wealthy families to navigate change and safeguard their wealth. Our team is committed to delivering personalized solutions, fostering trust, and protecting what matters most to our clients.