Personally supervised over $1.7 billion in equity and balanced assets across 35 client relationships - taxable individuals, trusts, and corporate accounts; family L.P.’s; family foundations; traditional and Roth IRA's; charitable lead and remainder trusts; endowments; and corporate retirement plans.

Determined appropriate asset allocation, asset location, security selection and client communications for a broad range of complex client objectives. Counseled clients on sustainable spending, intergenerational family concerns, charitable and personal gifting, concentrated equity positions. Worked closely with BBH Trust Company and outside advisers on trust, tax, estate planning issues.

A leading member of 6-person BBH&Co. Investment Policy Committee which screened a wide array of common stocks and helped to craft the firm-wide Approved List. Chaired Proxy Review Committee.