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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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Alison Hutchinson Managing Director, 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 senior 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 ...

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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 a Senior Wealth Planner in the Charlotte office. Ms. Mast has over 16 years of experience advising business owners and families of generational wealth on matters relating to estate ...

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

Adrienne Penta joined Brown Brothers Harriman in 2008 and is a Managing Director, as well as the executive director of the Brown Brothers Harriman Center for Women & Wealth (CW&W). Ms. Penta led the creation of the CW&W, which supports women as ...

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

Karin Prangley joined Brown Brothers Harriman in 2014 and 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. In ...

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

Anne Warren joined Brown Brothers Harriman in 2014 and is a Senior Wealth Planner in the Boston office. Prior to joining BBH, she was an attorney in private legal practice at Choate, Hall & Stewart LLP, specializing in estate planning ...

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