Best business decision: Moving to New York upon graduation from business school. I moved across the country from California, knowing only a number of people I could count on one hand, to take a job as a portfolio manager. I worked in investments, so wanted to be in the epicenter of investments. It was an incredible experience that led to greater opportunities, including co-managing a mutual fund and being on television. It catapulted my career.

Biggest missed opportunity: I really don’t have any missed opportunities. I’ve learned over the years to trust my instincts and try to always think, “Will I regret not doing this?” If the answer is yes, I do it. That’s what led me to move to N.Y. It is also what brought me back to California.

Mentor: I have been so fortunate to have so many mentors throughout the years. The person with whom I’m working most closely with right now is Joseph Quinlan, chief market strategist at U.S. Trust. I got to know Joe when he came out west to provide market and economic updates for our clients. When he learned that I was doing the same thing, he suggested that he and I present together. It has been wonderful to work more closely with someone who is not only an expert on the markets but who has such a wonderful ability to engage an audience.

Word that describes you: Driven.


What you like best about your job: Put me in front of a client, and I am in heaven. I really enjoy working with individuals and families, getting to know how they have been so successful, how they earned their wealth and how we can help them to achieve their goals. I’m very fortunate in that I get to meet some of the most innovative and successful people.

What you like least about your job: Anything that involves paperwork.

Pet peeves: Someone who complains without having thought through possible solutions.

Most important lesson learned: Be patient.

First choice for a new career: Baker — for as long as I can remember, every year I’ve baked Christmas cookies with my mother and brother. We make around 15 kinds each year and give them out to friends and family.


Favorite restaurant: La Bastide Bistro, Scripps Ranch

Favorite place for business meetings: Grant Grill.

Favorite vacation spot: Mammoth Lakes.

Favorite way to spend time: Playing tennis with my son and husband.