For nearly 17 years, I have created bespoke solutions for sophisticated clients to optimize financial outcomes so they can avoid horrific mistakes when undergoing a capital transaction like I did prior to Bernstein. My practice focuses on three areas — business owners, global families, and those heavily involved in philanthropy. I work with high-net-worth investors around the world specializing in wealth transitions across domiciles and generations as well as crafting responsible spending policy and asset allocation guidelines for endowments and foundations. I joined Bernstein in 2003 at our New York City headquarters. Previously, I co-founded WebMadrid a bilingual technology company in Spain. I hold a BA in Spanish and Government from Dartmouth College and a Masters’ in digital commerce from La Universidad Politécnica de Madrid.
While at Dartmouth, I threw the hammer with the Dutch and Spanish Olympic teams. I later captained two semi-professional American football teams in Europe. I serve on the philanthropic boards of UrbanGlass as Treasurer; of the Children’s Support Foundation; and of Dartmouth College Friends of Track and Field. Additionally, I invest in and serve on boards of private companies in the health, technology, and real estate industries.