Originally from NYC, I now live and work in Princeton NJ

Specializations:

• ESG (environmental, social, governance) and impact investing

• Living with meaning and joy

Current professional affiliation:

• Belpointe

Previous professional affiliations:

• Glen Eagle

• PNC

• Citi

Professional designations:

• CFA (Chartered Financial Analyst)

Education:

• EdD (Doctor of Education), Moral psychology, Harvard University

• MBA, Finance, Columbia University