Advanced degrees in philosophy, psychology and literature. Financial credentials including a Masters of Science in Financial Services and Chartered Adviser in Philanthropy. 26 years in financial services. Specialist in philanthropy. Joined the American College in January 2008 as the Wallace Chair of Philanthropy, responsible for the Chartered Advisor in Philanthropy program.
Specialties: Charitable planning, philanthropic project management, "vision and values" of those with wealth.