With a career that began in business development and marketing roles within international firms, I have leveraged this expertise to build a strong foundation in wealth management. As a seasoned investment advisor, I bring nearly 25 years of experience serving high-net-worth clients, including professionals, entrepreneurs, and families with significant assets.
As a partner in a leading North American firm, I have developed a practice built on rigor, trust, and personalized guidance. My responsibilities also include team leadership, advisor recruitment, and driving growth in new markets.
Passionate about sports, I am actively involved in organizations focused on tennis and sailing.
Bilingual and results-driven, I am committed to delivering clear, sustainable financial solutions tailored to each client’s unique goals.