Head of Advisor Solutions & Private Asset Management
Fern has over 25 years of experience in the Financial Services Industry advising both Institutional and Non-institutional clients. She is known for providing concrete investment philosophies and strategies that work in concert with the client’s overall Wealth Management goals.
She began her career in investment management in Private Brokerage. Fern then broadened her profession to Private Banking and Private Wealth Management roles where she assisted clients with managing all aspects of their balance sheet including Cash Management, Credit, Estate Planning, and Investments.
She is an advocate for financial education and co-led Arizona Bank And Trust’s Women’s Financial Forum program, a series of investment and educational events focusing on women’s unique wealth management needs.
Fern earned an MBA in Management from the University of Miami, a Master of Science Degree in Leadership and Management from Arizona State University, and a B.A. from St. Thomas University in Miami, FL. Additionally, Fern is a Certified Trust and Financial Advisor (CTFA) from the American Bankers Association and a Certified Wealth Strategist (CWS).