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
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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.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.