How I arrived at RWM
“I had spent many exciting years as a regulator in the financial services industry, leading national programs to review compliance of broker-dealers and registered representatives with securities laws and rules. Having had exposure to various types of large and small firm compliance programs, I decided to take a new step in my career by pursuing a compliance role in the growing investment advisory space. It didn’t take me long to see how revered Barry and Josh were and I quickly realized that it was a chance to become part of one of the fastest-growing registered investment advisory firms in the nation and I never looked back.”
Favorite part of the job
“The collaboration and ability to work in an entrepreneurial environment, empowered by some of the most preeminent thought leaders in the industry. ”
When I’m Not Working
“I enjoy spending time with my family. My husband Chris and I live on Long Island and are very proud of our three children Christina, Matthew and Sean.”
