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Juris Doctor (J.D.)
Bachelor’s Degree
2018
Serve as a resource for individuals and families in navigating the complexities that arise when their finances are joined in some way, such as through working together in or co-owning a business or real estate, a family foundation or managing their money together.
2022
2022
The public benefit corporation subsidiary of Search Inside Yourself Leadership Institute (SIYLI), SIY Global is a professional education platform that harnesses the power of technology and community to enable individuals, teams, and organizations to integrate social and emotional intelligence skills into their work culture. With a community of over 600 certified teachers, it delivers programs across 60 countries and 17 languages.
2020
2020
How Women Invest is shifting the venture capital landscape by supporting women-led companies, with a focus on investing in women of color founders.
2020
Plum Alley invests in advanced technology and healthcare companies improving our lives and the planet.
2016 - 2018
2016 - 2018
Played leadership role in the development of The Private Bank's Family Dynamics offering, and supported ultra-high net worth clients in navigating family dynamics issues as part of their holistic wealth planning. Worked at the intersection of family culture, leadership development, and ownership to help families sustain their wealth across generations by creating a strong sense of shared purpose, improving communication, facilitating decision-making about the complex issues that arise as a result of substantial wealth, and cultivating the personal and leadership capabilities of individual family members.
2014 - 2016
2014 - 2016
Served as strategic thought partner and advisor to enterprising families and individuals, helping them sustain wealth for generations by being as intentional in cultivating their family’s human capital as they are in growing their financial capital. Worked at the intersection of family dynamics, family leadership development, ownership, organizational development and enterprise strategy to help families build strong family culture, family cohesion, and family leadership and entrepreneurial capabilities. Also helped families and individuals develop and execute philanthropic strategies.
2015 - 2016
2015 - 2016
Helped ultra-high net worth and high net worth families identify, simplify and manage the complex emotional and financial decisions characteristic of closely-held businesses and who share assets, such as operating businesses, philanthropic foundations and family offices.
2005 - 2011
2005 - 2011
Formulated and implemented strategic initiatives for nation’s second largest private foundation. Made in excess of $42 million in philanthropic investments to advance voting rights, support policy advocacy, facilitate civic engagement and build non-profit infrastructure and leadership capacities of local communities to participate meaningfully in shaping public policy.
1993 - 2005
1993 - 2005
1986 - 1993
1986 - 1993