Experience

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  Morgan stanley

  Oct 2008 - Mar 2013

  Financial analyst
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  J.p. morgan

  Mar 2013 - Feb 2015

  Product strategist
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  Citizens private wealth

  Feb 2015 - now

  Clarfeld is a leading wealth management firm and multi-family office offering industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. Show less

  • Head of Investment Solutions, Senior Managing Director

    Jun 2020 - now

  • Managing Director

    Feb 2015 - Jun 2020