Our
Leadership

Having had a 30-year career with Merrill Lynch and BlackRock, I have met with thousands of advisors in every part of the country. I know who the best advisors are and what they need to be successful. This experience is what I bring to &Partners: ensuring we attract top advisors. Additionally, I am leading the real estate effort for &Partners. In this role, I work closely with financial advisors to ensure that we identify and secure spaces designed to meet their specifications. Prior to joining &Partners, I worked in the private bank and alternative coverage groups at BlackRock where I drove high sales, sometimes over $1 billion. During that time, I was instrumental in designing the coverage model we employed, which was centered on the idea of becoming an extension of the advisor’s team.