Jennifer Ayer
Co-Head of Impact Strategy, Wealth Management
Our Team
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John Carbine
Chief Information Security Officer
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Brooke Connell
President of U.S. Wealth Management
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Nancy Curtin
Chief Investment Officer, Board Member
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Andrew Douglass
Co-Head of Business Development, Wealth Management
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Jonathan Elkington
Head of Private Real Estate
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Jed Emerson
Chief Impact Officer
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Whitney Fogle Lewis
General Counsel and Chief Compliance Officer, U.S. Wealth Management
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Jonnie Goodwin
Head of Merchant Banking
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Brad Harrison
Co-Head of Impact Strategy, Wealth Management
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Laurie Jelenek
Chief People Officer
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Spiros Maliagros
Head of Alternatives, Board Member
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Kevin Moran
Chief Operating Officer
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Jill Shipley
Head of Family Governance and Education
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Craig Smith
Chair of Global Wealth Management, Board Member
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Mike Tiedemann
Chief Executive Officer, Board Member
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Ali Trauttmansdorff
Chief Human Resources Officer
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Claire Verdirame
Chief Marketing Officer
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Robert Weeber
President, International Wealth Management
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Teresa Wells
Managing Director, U.S. Wealth Management
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Christine Zhao
Chief Financial Officer
Board of directors
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Ali Bouzarif
Board Member
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Tracey Brophy Warson
Board Member, Chair of the Environmental, Social, Governance and Nominating Committee
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Nancy Curtin
Chief Investment Officer, Board Member
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Kevin T. Kabat
Chair of the Board
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Timothy Keaney
Board Member, Chair of the Audit, Finance and Risk Committee
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Judy Lee
Board Member
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Spiros Maliagros
Head of Alternatives, Board Member
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Hazel McNeilage
Board Member, Chair of the Human Capital and Compensation Committee
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Craig Smith
Chair of Global Wealth Management, Board Member
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Mike Tiedemann
Chief Executive Officer, Board Member
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Peter Yu
Board Member