Managing Director
EDUCATION
University of Virginia, BA (Government)
Lead Virginia Class of 2013
The American College of Financial Services, Chartered Advisor in Philanthropy
Work experience
Atlantic Union Bank, Senior Vice President - Director of Institutional Advisory Services (2017-2022)
Wells Fargo Private Bank, Senior Vice President – Philanthropic Services (2012-2017)
SunTrust, Managing Director – Foundations and Endowments Specialty Practice (2000-2012)
The Colonial Williamsburg Foundation, Director of Planned Giving (1999-2000)
SunTrust, Vice President – Charitable Asset Management (1992-1999)
Community Involvement
MCV Foundation, Chair
The Richmond Forum Board of Directors, Chair
Westminster Canterbury Richmond Foundation Board (prior)
Richmond Symphony Orchestra Board (prior)
St. Catherine’s School Foundation (prior)
Richmond Estate Planning Council, President (prior)
VMFA Charitable Advisors, Chair (prior)
Virginia Gift Planning Council, President (prior)