Jonathan leads private-client relationships and oversees complex discretionary portfolios, with particular emphasis on trust-owned investment assets and internationally situated clients.
Background: 24 years in private wealth management; former institutional portfolio strategist.
Elizabeth directs asset-allocation research, portfolio construction and risk oversight across client mandates.
Background: Multi-asset portfolio management and investment research.
Daniel coordinates trust administration issues with outside counsel, custodians and tax professionals and supports beneficiary and distribution workflows.
Background: Trust administration and private-client operations.
Sarah oversees the firm’s internal compliance framework, communications review and recordkeeping policies.
Background: Advisory compliance and operational risk.
Amelia supports account documentation, client communications, custodian coordination and administrative workflows.
Background: Private-bank and wealth-management client service.
Thomas supports portfolio analytics, manager research, performance reporting and investment committee materials.
Background: Investment research and portfolio analytics.