Has over 30 years of financial services experience including private banking, compliance, and operations.
Joined Lido: 2025
Homebase: San Francisco Bay Area
Professional Focus: Uses her experience in private banking, compliance, and operations to develop tailored strategies and exceptional client service to high-net-worth clients.
Education: B.A., American Studies, Dickinson College
Previous Work Highlights: Previously served as Chief Operating Officer and Chief Compliance Officer at BluePointe Capital Management before their partnership with Lido in 2025. She was also a sales associate in the private banking sector of Credit Suisse.
Personal Facts: Feeds her need for speed by racing her Spec Miata Racecar or go-karting. She also coaches other drivers learning high performance driving on the racetrack. When not at the track, she is running the trails of Marin, playing pickleball with her husband, or hanging out with her dogs.
