Background
With over 25 years of wealth management and banking experience, I currently serve as a Medical Relationship Manager based in Baltimore. I was the Managing Director of the PWM Maryland Region with Truist’s predecessor firm, SunTrust.
Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Personal Interests
I earned a B.A. in economics from Vanderbilt University and an MBA in finance from Xavier University. I’ve also completed the Wharton Executive Development Program at the University of Pennsylvania, as well as a number of other professional programs.
Active in the community, I serve on the board of trustees for and as treasurer of the Harford County Public Library System. I’m also a member of the National Arthritis Foundation’s investment committee and participate in volunteer roles with the Harford County Bar Foundation, Calvert Hall Athletics, and St. Margaret’s Parish.