Tell me about an example of how you helped someone find purpose in their wealth.
Purpose looks different for every client. For some, it’s building a business that outlasts them. For others, it's supporting the arts, advancing medical research, strengthening a nonprofit or creating opportunities for future generations. My role is to help clients translate those aspirations into thoughtful action.
One example is working with clients who experience a significant liquidity event. Beyond managing newfound wealth, they need to assemble the right professionals, establish long-term priorities and make confident decisions about investing, giving and planning for future generations. Helping clients navigate those pivotal moments allows them to move forward with clarity and confidence.
Tell me about the types of clients you work with.
My clients are entertainers, entrepreneurs and endowments. They include successful artists, innovative founders, executives, philanthropists, and nonprofit organizations and foundations, each creating meaningful change in their own way.
While every client has a different story, they share a common desire to align their wealth with their values and long-term goals. Whether they’re building a business, advancing a mission or creating opportunities for future generations, I help them make choices that support the impact they want to have.
Which personal accomplishment makes you proudest?
In 2017, I participated in a charity boxing match in honor of my mom and her battle with pancreatic cancer. Before that event, I had never trained as a boxer or stepped into the ring. Over the months leading up to the fight, I learned that meaningful goals often require embracing uncertainty, putting in the work and persevering through doubt.
Together, we raised $1 million for pancreatic cancer research. My mom’s story was featured in a short film on Forbes, and the experience was featured in The Wall Street Journal. More important than the public recognition, the experience reinforced a lesson that continues to guide me today: meaningful achievements rarely come without discipline, resilience and a willingness to take on difficult challenges. Those are the same qualities I bring to my work every day.