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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 ...

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 ...

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 ...

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.

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.

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 ...

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 ...

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 ...

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 ...

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 ...

John Secor is Head of the Corporate Advisory practice in the Private Banking business. In this role, he advises privately owned businesses and their owners on a broad range of corporate transactions, including mergers and acquisitions ...

Anne Warren is the Senior Wealth Planner in the Boston office and has spent her career advising business owners and families on wealth transfer planning, philanthropy, and business succession. As a leader of the BBH Center for Women & Wealth ...