MBA, University of Chicago Graduate School of Business
AB, Wellesley College, Economics and Psychology
Chartered Financial Analyst®
My journey to HTG is a story of crossing personal paths. Jeanne Gnuse and I met at a networking coffee in New Canaan, Connecticut. Both of us enjoy meeting and helping people. That friendship and my investment background made me a good fit for HTG.
My interest in financial services was first piqued by participating in a college career program. After graduation, I joined a bank training program and also pursued an MBA degree at the University of Chicago. Approximately a decade in lending, analysis and relationship management followed for a variety of businesses ranging from privately held companies to large corporate clients.
After a break to start our family, I returned to my career helping private clients. Enjoyment of investment discussions led me to complete the Chartered Financial Analyst® professional designation and transition to portfolio management.
Along the way, an opportunity arose at U.S. Trust Company in Stamford, Connecticut. Following a restructuring, I further developed my marketing skills then found my current home in the independent Registered Investment Advisory service model.
At HTG, I take time to listen to my clients and understand their goals. I help them analyze the financial considerations of life’s transitions then prioritize and implement next steps.
I particularly enjoy assisting clients with their retirement aspirations and creating an impactful charitable giving strategy. I also conduct research and help craft the firm’s overall investment strategy so that our clients benefit from current, yet time-tested, investment techniques in portfolio construction and design.
In my personal time, I value being with family and serving the community. Currently, I am a member of the Rotary Club of New Canaan and Assistant Governor for Area 1 including the Darien, Greenwich, New Canaan and Stamford Clubs. I am also a member of the Estate Planning Council of Lower Fairfield County. Past activities include being a president and board member for CFA Society Stamford and various Wellesley Alumnae activities. I also enjoy an occasional game of tennis or golf, skiing, reading, and walking.
Please contact me below if you would like to schedule a call, video conference or meeting to discuss your needs and the services that HTG offers.