Certifications & Education
- B.S., Pennsylvania State University
- FINRA Series 7, 24, 27, 63, and 65
Affiliations & Memberships
Board of Directors
Caroline A. Buck Foundation
Board of Directors
Connelly Foundation
Awards, Publications, & Features
- Commencement speaker: Penn State University College of Liberal Arts 2022
- Penn State Alumni Association "Alumni Fellow Award" 2021
- The Baldwin School "Alumnae Award" 2021
- Chestnut Hill College "Scholarship Gala Honoree" 2020
- Society of the Holy Child Jesus "Faith in Action Award" 2019
- Main Line Chamber of Commerce "Helena Devereux Women in Leadership Award" 2017
- Keynote speaker at Women’s Resource Center Leadership Luncheon 2017
- Penn State "Outstanding Liberal Arts Alumni in Business Award" 2016
- Barron’s "Top 1,200 Financial Advisors" 2011– 2015
- Barron’s "Top 100 Women Financial Advisors" 2010 – 2015
- Moxie Woman cover story "Empowering Women by Taking The Mystery Out of Money Management" June 2013
- Mainline Today "Woman on the Move" 2010
- Philadelphia Business Journal "Women of Distinction" 2008
Previous Experience
President
The Haverford Trust Company
Private Banking Department
Meridian Bank
Previous Board Affiliations
Board of Directors
Mindfulness Through Movement
Board of Directors
Children’s Hospital of Philadelphia
Board of Directors
Philadelphia Bar Foundation
Board of Counselors
Historical Society of Pennsylvania
Alumni Board
Pennsylvania State University, College of the Liberal Arts
Member
Georgetown University Parent’s Leadership Council
Member
The Baldwin School Finance Committee
National Advisory Board
Baldwin School
Regional Board
F.O.C.U.S.
Independent Director
Philadelphia Section PGA
