I have over 20 years of Financial Management experience. My most recent position was as Managing Director and Head of Fixed Income Indexing at Mellon Capital Management, where I had direct responsibility for over $50 billion in assets. I have spent the majority of my career as an institutional trader and portfolio manager across a variety of strategies and asset classes. Having managed portfolios through all types of global markets during my career, I have gained insight and understanding about how to handle even the most volatile market environments.
I joined Plum Street Advisors because I share in Dave and Jamie’s vision that a wealth management firm should be an advocate for all of its clients, and should provide a safe haven to plan and discuss your financial goals.
I am a California native and currently reside in New York with my husband, Scott. I am a graduate of California State University, Hayward where I majored in Finance, and I am a Chartered Financial Analyst (CFA), where I adhere to the highest ethics and commitments to professionalism and continuing education.
I am active in the community as a volunteer with New York Therapy Animals, visiting long term care facilities, college campuses and participating in the READ (Reading Education Assistance Dogs) program at local libraries, all with my 2.5 year old Cavapoo, Zoey.