Impact Investing, Investment Management, Business Succession Planning, ESG Risk Management
At Zenith, I work with ambitious leaders of families, businesses, and charitable organizations who want to steward their capital with clarity and purpose. My role centers on helping clients develop sound governance structures, thoughtful investment policy, and disciplined execution of their investment mandates – all with intention and sophistication.
I see wealth as a tool for agency and progress. I care deeply about building a version of society where race and gender do not predetermine wealth, and I recognize that sustainable wealth creation is essential to realizing that vision. Through my work, I aim to align financial decision-making with both long-term prosperity and the broader pursuit of equity.