- 26 years experience in banking, wealth management and family office executive recruitment, compensation benchmarking and research
- 16 years at Family Office Exchange, the nation’s leading resource for family office best practices research and community building
- Certified Professional Coach (CPC) and Energy Leadership Index-Master Practitioner (ELI-MP) through the Institute for Professional Excellence in Coaching www.iPECcoaching.com – December 2011
- Extensive network of U.S. based families, family office executives, consultants, and advisors in the wealth management industry
Institute for Professional Excellence in Coaching- For more information:
“Don’t ask yourself what the world needs;
ask yourself what makes you come alive.
And then go and do that.
Because what the world needs is people who have come alive.”