Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I joined Merrill Lynch as a Financial Advisor in 2002 and have earned the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc as well as their Chartered Retirement Planning Counselor designation. I work directly with successful individuals who believe in the value of high-quality service, integrity, and dedication in their Financial Advisor. They care about their goals and are curious about ways to improve their investments. They also believe in a goal-oriented wealth planning approach, where needs are first identified, and customized strategies are offered that best meet their needs.
I follow a diversified, disciplined investment process with globalized portfolios that focus on risk and tax efficiency. The vast majority of my time is dedicated to making sure that clients are well serviced and reach their goals through my active involvement and my wealth management process.
Prior to becoming a Wealth Management Advisor, I was a management consultant at Booz Allen & Hamilton (which became Booz & Co., and now Strategy&) advising financial institutions, a corporate strategist at Morgan Stanley Asset Management, and a Vice President of Global Corporate Strategy at Merrill Lynch Investment Managers.
I realized through guiding asset management companies that some people look for a clear financial vision and investment strategy, and an advisor who constantly seeks to understand them. I am leveraging my broad knowledge base to work with individuals and their families who have this need, directly. |I obtained a B.S. cum laude in Finance from New York University's Stern School of Business in 1992, and an M.B.A. from Columbia University in 1997. I also completed the executive course "Pensions and Investment Management" in 2000 at the University of Pennsylvania's Wharton School. I have a passion for travel (50+ countries so far), and I am conversant (in varying degrees of fluency) in seven languages: English, Chinese, Spanish, Italian, Thai, and Malay.
In my free time, I enjoy training and participating in badminton tournaments. I am an active member of the board of directors of Columbia Business School Club of Boston. I founded and chair Columbia Business School Gives Back to Boston, the philanthropy division of Columbia Business School's Boston Club whose alumni provide pro-bono consulting services to local non profits near and dear to the hearts of Columbia alumni, and I have served as the job leader in the first 3 of 7 projects since inception. In total, CBS Gives Back to Boston has provided over 3,500 hours of pro-bono consulting services to non profits since 2008.
Thai, Chinese, English, Italian, Spanish & Taiwanese
New York University
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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