I began my career at Equitable in 2013. After a decade as a financial advisor, I transitioned into the role of Director of Operations. As our wealth management practice grew, it became clear that we needed a dedicated person to oversee the research, partnerships, and systems supporting this area of the business.
Prior to joining the firm, I earned my BA from Dickinson College in Pennsylvania and an MA in Art Business from Sotheby’s Institute of Art in Manhattan. Throughout my education, I served as a financial planning intern at Equitable.
I am deeply passionate about environmental and animal welfare, as well as personal and public health and wellness. It is a personal goal of mine to eventually establish a formal foundation focused on animal rights advocacy.
I live in downtown Saratoga Springs with my husband, Tim, and our two adopted dogs, Jackson and Hadley. Outside of the office, you’ll find me on a mountain or trail with the dogs.
Fun Facts:
Completed 17 climbs of Stratton Mountain in one day to reach the vertical equivalent of Mt. Everest—29,029 feet over more than 30 miles.
Studied art history and business for six years and was the last child my dad expected to join the family business.
Developed an obsession with musical theater while living in London and New York City. I can still recite every lyric to far too many musicals—though I am not a good singer!