• 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.”

–Harold Whitman