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

As the President of Brown Brothers Harriman Trust Company, N.A., Dan Arciola is responsible for overseeing trust and estate administration for the firm’s New York National Trust Company and Delaware National Trust Company. Prior to joining the ...

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

As a Wealth Planner in the Boston office, Nicole Jackson-Leslie provides guidance to families and individuals through all aspects of their estate planning, including generational transfer of family wealth, business succession, philanthropy, and ...

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Stacia Kroetz Vice President, Private Wealth Management, Private Banking

As a Senior Wealth Planner in the New York office, Stacia Kroetz advises families and business owners on matters relating to tax and estate planning, philanthropy, business succession, and the preservation of wealth for future ...

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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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Anne L. Warren Senior Vice President, Private Wealth Management, Private Banking

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 ...

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