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Center for Family Business Team Listing

Brett D. Sovine Managing Director, Co-Head of the BBH Center for Family Business, Private Banking

Brett Sovine primarily assists the Center for Family Business in counseling families on a number of business ownership matters, including governance, succession planning, capital policies, and shareholder oversight and family communication. He ...

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Benjamin Persofsky Executive Director of the BBH Center for Family Business, Private Banking

Benjamin Persofsky is the Executive Director of the BBH Center for Family Business, which counsels some of the largest business-owning families in the world on issues of strategy, governance, succession planning, transition, capital policies ...

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R. Charles Shufeldt Senior Advisor, Corporate Advisory, Private Banking

As a Senior Advisor, Charlie Shufeldt assists in sourcing, investment evaluation, transaction execution, and providing post-investment value-added oversight to BBH Capital Partners portfolio companies. Charlie rejoined BBH in 2010 and served ...

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Valentino D. Carlotti Partner-elect, Private Banking

Valentino Carlotti has joined BBH's Private Banking business as a Partner-elect, serving as the Head of the Corporate Advisory and Banking practice, which supports private businesses owners in accomplishing their business and personal goals.

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Ross Bruch Vice President, Private Wealth Management, Private Banking

As a Senior Wealth Planner in the Philadelphia office, Ross Bruch works with and advises successful individuals and business owners on the preservation, growth, and transfer of wealth. Ross provides family office-level service to his clients.

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Ajit A. George Vice President, Corporate Advisory, Private Banking

As a member of the Corporate Advisory Group, Ajit George guides private business owners through strategic decisions in the corporate life cycle, such as M&A transactions, capital raising, business valuation, and corporate governance. Prior to ...

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Alison Hutchinson Managing Director, Private Wealth Management, Private Banking

Alison Hutchinson is the Senior Wealth Planner in the New York office. She focuses on values-based estate planning. In her role, Ali provides clients with investment, philanthropic, trust, and estate advice to help navigate life transitions ...

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Kerri L.S. Mast Senior Vice President, Private Wealth Management, Private Banking

Kerri Mast is a Senior Wealth Planner for the Southeast. Kerri has extensive experience advising business owners and families of generational wealth to help them achieve their goals relating to estate planning, philanthropy, business ...

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Adrienne M. Penta Managing Director, Center for Women & Wealth, Private Banking

Adrienne Penta is the Executive Director of the BBH Center for Women & Wealth (CW&W). She led the creation of the CW&W, which supports women as they create and manage wealth and seeks to create a dynamic and inclusive environment where women ...

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Karin Prangley Senior Vice President, Private Wealth Management, Private Banking

Karin Prangley is the lead Wealth Planner in the Chicago Private Banking office. She has spent her entire career advising successful individuals and business owners on the preservation of wealth. Karin’s particular expertise ranges from saving ...

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