I am the Chief Investment Strategist, Head of Investment Solutions, and Equity Portfolio Manager at Hightower Advisors, a national wealth management firm providing investment management, financial guidance, and retirement planning services to individuals, foundations, and family offices. In my role, I work closely with Hightower’s advisory businesses and their clients, sharing my market insights and economic perspectives to help them navigate financial markets and make informed investment decisions. I also lead the Investment Solutions team, which offers a range of strategies across equities, fixed income, and private markets. As of May 8, 2026, this division oversees approximately $8.2 billion in assets under management.

Before joining Hightower Advisors, I served as Senior Managing Director and Head of Global Equities Research at Nuveen, where I co-managed the CREF Stock Variable Annuity Portfolio, overseeing $200 billion in assets. I also managed my own U.S. Core portfolio with $3.7 billion in assets and supervised 33 investment professionals who collectively managed $40 billion. Prior to Nuveen, I spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio Manager of Jim Cramer’s Charitable Trust. Earlier in my career, I spent 10 years at Prudential Equity Group, serving as Managing Director of Institutional Sales and Director of Research. I began my professional journey in the Institutional Sales Department at Dean Witter Reynolds.

I earned a Bachelor of Science degree in Finance from Boston College and currently serve as a member of KKR’s Investment Council. I also served for 15 years as Chairperson of the Investment Advisory Council at Basking Ridge Presbyterian Church in New Jersey and previously served on the Board of Trustees at The Pingry School.

With 35 years of experience in investment management, I am passionate about understanding financial markets and helping investors navigate an ever-changing investment landscape. My insights are frequently sought after at industry events and by the media. I am currently a CNBC contributor and regularly appear on programs including The Halftime Report, Squawk Box, The Closing Bell, and Closing Bell Overtime. Throughout my career, I have received several industry recognitions, including being featured in Crain’s New York Business as one of the Notable Women on Wall Street in 2022 and in Kiplinger’s Where to Invest in 2021. I also received the Savvy Ladies Change Maker Award in 2023 and was recognized as one of InvestmentNews’ Women to Watch in the same year.