United States
Experienced institutional and intermediary sales and relationship management professional with a strong track record of cultivating relationships and delivering investment solutions across public and private markets. Over the past 12+ years, I've partnered with a diverse set of institutional investors—including banks, RIAs, family offices, consultants, pensions, endowments, and foundations—to help them navigate an increasingly complex investment landscape. I bring a consultative, client-first approach grounded in deep market knowledge, product expertise, and a genuine passion for solving problems. With a background spanning traditional and alternative asset classes, I work closely with investment teams and internal stakeholders to align my firm’s capabilities with client needs and strategic goals. Driven by long-term partnerships and trusted relationships, I’m committed to delivering value through thoughtful engagement, clear communication, and consistent execution. When I’m not on the job, you can usually find me outdoors. Whether it’s a pick-up game of basketball, cheering on my kids at their sporting events or enjoying a lazy Sunday afternoon in the back yard, I’m always looking for ways to stay active and recharge. Investments & Wealth Institute® (The Institute®) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst Signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
I work with institutional investors across multiple channels to build relationships and raise capital for Aberdeen’s investment strategies.
Owned end-to-end relationship management for intermediary distribution firms including Private Banks, Wirehouses, and RIAs
Supported Sales and Relationship Management teams by managing the entirety of the RFP process from start to finish.