Our team
Chartered Accountant for 25 years. More than 15 years as a Director and CFO of international companies, alongside 25 years as matriarch of a third-generation single family office. Founded five companies and exited all five.
Leads the investment office: policy, allocation, manager selection and consolidated reporting across every account and entity. Deep focus on macro, geopolitics and AI-era allocation themes.
Leads market and frontier-technology research and trade execution for the investment office, and the briefings and reporting that come from them.
Runs Avestix Wealth's marketing and advertising, and the materials families and advisers receive.
Designs how Avestix Wealth's services are built and delivered, from the CFO Services tiers to the AI tools behind them, and how families hear about them.
Empowering private companies and their owners since 1993: single family offices, financing, direct investing, investment banking, boards, and strategy. A veteran in private capital, M&A, corporate development, governance, and strategy.
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