In March 2023, with nearly four decades of experience in financial services as a Private Wealth Financial Advisor, I had the privilege of co-founding AKD Wealth Partners with my esteemed colleague Robert Karp. Our shared vision was both simple and profound – to revolutionize multi-generational wealth management and simplify the complexities of the finance industry, empowering our clients to confidently navigate their financial journeys. By collaboratively developing customized strategies, our goal is to transform our clients’ financial dreams into concrete realities. As a Chartered Financial Analyst, I am excited about the opportunity to foster and utilize the relationships and synergies within our firm’s extensive network. This network includes professionals in trust, money management, liability management, and estate planning. This interconnectedness allows me to create customized strategies that align with the unique needs of our clients. My approach, which focuses on providing personal attention and professional guidance, goes beyond simply analyzing numbers. It involves crafting a financial narrative that reflects the individual story of each client we have the honor of serving. As a Senior PIM Portfolio Manager I take great care in managing investment portfolios with discretionary control. My team and I believe in providing a comprehensive approach to wealth management, making the complex world of investment opportunities easier to understand and navigate. With expertise, clear communication, and a well-planned roadmap for the future, we guide our clients through a constantly changing landscape of finance. Our goal is to ensure that their financial journey is smooth, steady, and personalized to their goals and objective
What Motivates Me
The reason I love what I do is because it brings me great joy to help our clients with their financial futures and guide them towards the live they’ve always dreamed of. It’s about empowering them to support the causes they care about and leave a lasting legacy that reflects their values. Being recognized by Forbes as the Forbes Best-In-State Wealth Advisors* for each year from 2019 to 2023 is not just an honor, but I believe a confirmation that my dedication to providing personalized financial advice that truly matters is making a positive impact.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
My passion is helping clients manage not just their financial futures, but to live the lives they’ve always dreamed of, impacting the causes they are most passionate about, and protecting their legacies.
Life Outside work
Life beyond the financial realm is just as exciting and captivating. I am passionate about organizations that are devoted to empowering women and girls, and I am proud to be a member of the Financial Women’s Association of New York and the Women Presidents Organization. I have had the privilege of holding various leadership positions within these organizations. I love to expand my horizons through travel, especially when I embark on international adventures that give me the opportunity to experience different cultures and economic landscapes. My travels have not only enriched me personally but have also brought a more nuanced, global perspective to my approach to wealth management, enabling me to understand and navigate the intricacies of the global economy better. I am a graduate of the Northfield Mount Herman School and Franklin & Marshall College, where I earned a BA in Chemistry. My education continued when I became a Certified Financial Analyst. This educational experience helped shape my analytical thinking and my desire to be a lifelong learner. Nowadays, my home in Manhattan is a joyful sanctuary, shared with my loving husband, Peter, our two extraordinary sons, Sam and Will, and our playful Labradoodle, Abbey, who brings a furry dose of happiness to our lives.