Pam joined SCS Financial Services in 2013 with over 15 years of experience in the investment business. Pam is a Senior Client Investment Advisor in the Private Client Group and is responsible for the direction of the New York City-based private client team. As a Senior Client Investment Advisor, she works with families to develop customized investment strategies that meet their needs, integrates those investment strategies within the family’s broader wealth management architecture, and identifies wealth management planning opportunities for clients. Prior to joining SCS, she was a Director of Portfolio and Wealth Advisory at BBR Partners, a multi-family office in New York where she advised multi-generational families. Before that, Pam was an investment advisor at Morgan Stanley in their Private Wealth Management Group, managing investment portfolios for ultra-high-net-worth individuals, families, and foundations. Pam graduated summa cum laude from the Wharton School of the University of Pennsylvania and received her MBA from the Harvard Business School. She previously served on the Board of Directors of Girls Incorporated of New York City and currently is a member of Impact 100 Jersey Coast and a fundraising chair for Harvard Business School.