
I guide founders and families through complex capital stewardship and philanthropic strategies, thriving at the intersection of finance, impact, and environmental value. I build trusted relationships to navigate intricate decisions and achieve long-term goals.
At a glance
Curated signals on strengths, focus areas, and how they can help.
Advised UHNW clients at J.P. Morgan Private Bank on capital stewardship.
Member at Net Zero Angels, focusing on impact and environmental finance.
Can help others by advising on family office strategy and impact-oriented investing.
🚀 Career trajectory
Foundation in Finance
Began career advising UHNW clients at J.P. Morgan Private Bank, building a strong understanding of wealth management.
✦ Private Banking
✦ Wealth Management
✦ UHNW
Strategic Acumen Development
Transitioned to McKinsey & Company, honing skills in strategic problem-solving and advising senior leaders across industries.
✦ Management Consulting
✦ Strategic Planning
✦ Problem Solving
Impact and Innovation Focus
Currently engaged at the intersection of capital markets and real assets, focusing on impact investing and environmental finance through NatureVest and Net Zero Angels.
✦ Impact Investing
✦ Blended Finance
✦ Environmental Finance
✦ Board Leadership
💪🏻 Superpowers
Architect of Capital Stewardship
Guiding clients through complex financial journeys with a long-term perspective.
✦ Develops sophisticated capital stewardship plans for UHNW individuals and families.
✦ Coordinates diverse stakeholder groups including tax, legal, and investment advisors.
✦ Expertise in liquidity planning and ensuring financial strategies align with client values.
Philanthropic Visionary
Crafting impactful giving strategies for maximum social and environmental benefit.
✦ Designs and implements strategic philanthropic initiatives for families and institutions.
✦ Identifies and structures impact-oriented investments and blended finance solutions.
✦ Fosters durable environmental and economic value through strategic capital deployment.
Relationship Navigator
Building trusted partnerships grounded in discretion, curiosity, and a deep understanding of client needs.
✦ Cultivates enduring relationships with founders, families, and institutional leaders.
✦ Applies a sensitive, needs-based approach to sensitive financial and strategic matters.
✦ Facilitates complex decision-making through clear communication and coordination.
I'm excited about
✦ Connecting with leaders passionate about sustainable finance and impact investing.
✦ Exploring novel capital strategies for environmental and economic resilience.
✦ Finding collaborators for innovative climate solutions and stewardship initiatives.
I can help with
✦ Advise on sophisticated capital stewardship and philanthropic strategies for families and institutions.
✦ Facilitate connections to impact investment opportunities and climate-focused networks.
✦ Provide strategic guidance on navigating complex financial decisions and stakeholder coordination.
I would love your help on
✦ Insights into emerging trends in regenerative finance and natural capital markets.
✦ Connections to innovators developing scalable climate solutions.
✦ Opportunities to collaborate on impactful philanthropic or investment initiatives.