Earning clients' trust every day

"I grew up in this business—literally. My father was in wealth management for 45 years, and I would go to the office with him. I learned about the markets and how to treat clients. Since I started my career as a client relationship manager, one of the most rewarding aspects has been working with clients I have known since my early days in the business. Since 2004, I’ve been privileged to lead our private wealth business, where we commit to earn our clients’ trust every day, just as I learned growing up."