As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.
As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.
I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.
Watch on demand – Join our webinar session to discuss the evolving landscape of the philanthropy investing space, with a specific focus on the women who are shaping it.
Watch on demand – Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.
For women, understanding and knowing how to manage their finances has become more important than ever. But it’s also often fraught with challenges.
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