Bio
Relationship focused Wealth Management Advisor for Fifth Third Private Bank with 15+ years of industry experience. In this role, I work with high net worth individuals and families to achieve their financial goals and objectives by providing custom loan and wealth solutions tailored to their specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, Insurance, and Wealth Planning.
Prior to joining the firm, I served as Managing Director, Private Banker at CIBC Bank USA(“CIBC”) in Chicago, Illinois. In this role, I assisted clients with custom loan facilities, asset management, and best practices to preserve, manage, and transfer wealth for current and future generations. Prior to joining CIBC, I was a senior underwriter for real estate lending at JPMorgan Chase and Wells Fargo.
