Director of Business Operations
To be successful as a firm, I feel it is critically important for us to be a trusted partner for our clients. The key building blocks to successfully accomplishing this are time, integrity, and empathy. My work process is therefore driven by keeping each of these items in mind while making decisions, with the ultimate goal of creating and building long-term relationships that help us better serve our clients’ needs.
Joined Karpus in 2023.
Previously served as the Vice President of Operations and CCO for Alesco Advisors LLC (2005-2023), as well as various operational and service roles at Fox Financial (2002-2005) in Olean, New York.
Volunteer non-profit positions including C.U.R.E. Childhood Cancer Association (Board Member 2017-2020; Finance Committee Member 2017-Present) and WXXI Reachout Radio (On-Air News Reader 2014-2021).