As a Certified Financial Planner®, I have spent the last seven years guiding clients through the challenging world of investments and financial planning decisions. I have nearly 20 years of professional experience in financial analytics and nonprofit governance most recently as a Portfolio Manager at Bingham, Osborn & Scarborough, LLC a wealth management firm based in San Francisco managing in excess of $3.5B for 900+ clients.
I have been a finance professional for 25 years, serving as head of finance for a small company, as an investment banker, as a management consultant with McKinsey & Company and most recently I served institutional investors for over 14 years at BNY Mellon Investment Management.
For the past 25 years, I have used my finance and governance experience to serve a wide range of clients and non-profit organizations. Much of my professional career was as a portfolio specialist at institutional investment firms, including MFS Investment Management and Morgan Stanley Institutional Investment Management. More recently, I headed up socially responsible investing for Portico Benefit Services. I have been an active volunteer and board member for local and national non-profit organizations, where I have contributed to finance, policy and governance initiatives.
Before joining Plum Street Advisors, I worked as an analyst designing financial data and quantitative models, first at Goldman Sachs & Company and then at MIT Investment Management Company. I’ve also been an entrepreneur, establishing and marketing small businesses. I bring my experience in consulting and working with financial models to help clients translate their life goals into specific investment objectives.
I bring a decade of private banking experience to my role as Client Service Associate at Plum Street Advisors.A background in accounting, as well as many years of working in client services and portfolio management, preceded my joining Plum Street Advisors in early 2019.I was drawn to Plum Street Advisors’ transparent and client-first approach to financial planning, and I love being part of a small, dedicated team of professionals.
I joined Plum Street Advisors in 2021, bringing a blend of experience in information technology, finance, and customer service. I’ve enjoyed being part of a smaller firm that is truly devoted to serving their clients and being part of a team with a very high standard of professionalism.