Combining my desire for change across the globe and passion for financial management, I am the Managing Director of Align, a joint venture by two of the leading independent wealth management firms in the US, Abacus Wealth Partners and Aspiriant. Align offers philanthropic strategy and impact investment portfolios to clients and their financial advisors.
I joined Aspiriant in 2002 as an associate in Wealth Management to eventually lead families as a Director in Wealth Management in the family office division till late 2014. In addition to sitting in every seat in the organization, I was also a member of the Board of Directors for Aspiriant.
I earned a BBA degree in Finance and BA in Economics from the Southern Methodist University and graduated Cum Laude. I finished my accounting certificate at the University of Los Angeles and hold my series 65 license. I serves as a Director on various private foundations, the Board of Directors for Advisors in Philanthropy for the Los Angeles chapter, Advisory Board for Thrdplc (a social enterprise), and on the advisor board of Investment News.
I was name to 40 under 40 for Investment News in 2014, a finalist for Rising Star for Family Wealth Report, and attended Fortune Most Powerful Women of the Next Generation Summit in 2014.