Miriam joined Capital Estate Advisors in 2023, bringing nearly 15 years of experience in the financial services industry. She has a strong background in business operations and organizational efficiency.

Miriam leads the continuous evaluation and enhancement of the firm’s end-to-end business processes. She focuses on streamlining internal procedures, identifying opportunities to boost efficiency, and overseeing implementation across operational and client transaction functions. Her strategic approach to operational excellence ensures the firm consistently delivers exceptional service to clients and supports the firm’s long-term success.

Outside of work, Miriam enjoys traveling to new destinations, hiking, and spending quality time with family and friends.