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Wealth Planning Team Listing

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

Brett David Sovine is a Managing Director at Brown Brothers Harriman, where he co-leads the firm’s Center for Family Business, which counsels families on a number of business ownership matters, including governance, succession planning, capital ...

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Daniel J. Arciola Jr. President, Brown Brothers Harriman Trust Company, N.A., Private Banking

Dan Arciola joined Brown Brothers Harriman in 2004 as a Senior Trust Officer and is currently the President of Brown Brothers Harriman Trust Company, N.A. In this role, he is responsible for overseeing trust and estate administration for the ...

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Ross Bruch Vice President, Private Wealth Management, Private Banking

Ross Bruch joined Brown Brothers Harriman in 2017 and is a Wealth Planner in the Philadelphia office. Prior to joining BBH, he was in private legal practice in the trust and estates department at Saul Ewing LLP, where he focused on estate, gift ...

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Brad Dillon Senior Vice President, Private Wealth Management, Private Banking

Brad Dillon joined Brown Brothers Harriman in 2014 and is the Director of Fiduciary Tax and Trusts in the New York office. Prior to joining BBH, he was in private legal practice in the trusts and estates department at Milbank, Tweed, Hadley & ...

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Michelle J. Hong Senior Vice President, Private Wealth Management, Private Banking

Michelle Hong joined Brown Brothers Harriman in 2006 and is an attorney and director of wealth planning in the Private Banking Philadelphia office. Prior to joining BBH, she was in private legal practice at Simpson Thacher & Bartlett LLP in New ...

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Alison Hutchinson Senior Vice President, Private Wealth Management, Private Banking

Ali Hutchinson joined Brown Brothers Harriman in 2012 and is the Senior Wealth Planner in the New York office. Ms. Hutchinson has over 15 years of experience in the private banking industry and focuses on estate planning. As a leader of the BBH ...

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Nicole Jackson Leslie Vice President, Private Wealth Management, Private Banking

Nicole Jackson Leslie joined Brown Brothers Harriman in 2018 and is a wealth planner in the Boston office. Prior to joining BBH, Ms. Leslie practiced at the law firm of Choate, Hall & Stewart LLP, where she provided comprehensive estate ...

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Stacia Kroetz Vice President, Private Wealth Management, Private Banking

Stacia Kroetz joined Brown Brothers Harriman in 2018 and is a wealth planner in the New York office. Prior to joining BBH, she was in private legal practice in the trusts and estates department at Seward & Kissel LLP, where she focused on ...

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William R. Levy Regional Trust Head, Brown Brothers Harriman Trust Company of Delaware, N.A., Private Banking

Bill Levy joined Brown Brothers Harriman in 1998. He is responsible for overseeing all facets of trust and estate administration for the Delaware Trust Company as well as working with clients in connection with their estate, financial and ...

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

Kerri Mast joined Brown Brothers Harriman in 2010 and is responsible for wealth planning services in the Charlotte office. Prior to joining BBH, she worked at Foundation For The Carolinas, where she advised donors and their professional ...

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