As Manager of Client Development and Chief Compliance Officer, I serve Agili and our clients in a variety of ways. I collaborate with our Financial Strategists on the formation and execution of their individual business development plans. I also manage many of the firm’s technical, operational and process improvement initiatives. In addition, I provide analytic, research and operational support to the firm’s limited partnerships that make non-traditional investments. Finally, I maintain Agili’s compliance program to keep us in good standing with the SEC as a registered investment adviser. Before joining Agili, I worked at Ropes & Gray LLP in New York City as a Senior Practice Development Specialist.
Education:
- Bachelor of Arts in Psychology, New York University
- Bachelor of Arts in Romance Languages, New York University
- Master of Business Administration, Darden School of Business, University of Virginia
When it comes to tiny moments, I enjoy trying to keep my two toddlers’ fingers out of the pancake mix they help me make every Sunday morning.