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.
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.