Bio
Abbey is a Private Client Portfolio Manager specializing in personalized risk management solutions for successful individuals, multigenerational families, and family offices. She partners closely with clients to develop sophisticated strategies that align with their financial goals, values, and long-term vision.
With deep expertise in wealth preservation, asset protection, and risk management, Abbey helps clients navigate complex financial landscapes with clarity and confidence. She works seamlessly with clients’ tax, legal, and estate planning advisors to ensure portfolios are thoughtfully integrated into broader family governance and legacy planning.
Abbey’s specialized knowledge extends to insuring coastal properties, where she navigates climate risk, evolving underwriting guidelines, and regulatory nuances. By leveraging strong carrier relationships, she ensures clients with waterfront and wildfire-exposed properties maintain comprehensive coverage strategies.
A Certified Private Risk and Insurance Advisor (CPRIA), Abbey is known for her high-touch, relationship-driven service model. She’s particularly skilled at supporting families through intergenerational wealth transitions and helping rising generations grow into stewardship roles. Her calm, consultative style makes her a trusted advisor to clients seeking continuity across generations.
Outside of work, Abbey enjoys spending time at Midtown and with her family, friends, and pets, bringing that same spirit of connection to every client relationship.
