We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined MAI in 2020, bringing over 30 years of industry experience
Primary focus is on MAI’s growth and development efforts, while also working closely with clients on wealth protection, intergenerational wealth transfer, and a variety of other financial planning strategies
Prior to MAI, was a Managing Director and Head of Client Development at ETHIC Wealth Advisors
Held positions at Capital Group Private Client Services, 1919 Investment Counsel, and U.S. Trust Company
Life Outside of MAI
Serves as President of the Board of the Ukrainian Institute of America
Chair of the Board of ACG Cares NY, as a member of the Advisory Council of the New York Common Pantry
Barnard College, BA in Applied Mathematics
Columbia Business School, MBA
We look forward to learning about your financial goals.