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Investor Services
Chris Adams
Principal
Alternative Fund Services
Cross Border Fund Services
Asset Managers
Luxembourg | Luxembourg
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Capital Partners
Daniel Arciola
Principal, President, Brown Brothers Harriman Trust Company, N.A
Multi-Family Office
Trust Services
New York City, NY | USA
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Capital Partners
Randall Ayer
Principal, Senior Relationship Manager, Office Head
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
Endowment & Foundation Management
Charlotte, NC | USA
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Investor Services
Mark Balcom
Principal
Boston, MA | USA
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Firm
Dan Becker
Principal
New York City, NY | USA
Read Bio
Firm
Rick Berk
Partner
Boston, MA | USA
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Firm
Taylor S. Bodman
Partner, Head of Systems
New York City, NY | USA
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Capital Partners
Michael Boylan
Principal
Multi-Family Office
Private Equity
Philadelphia, PA | USA
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Capital Partners
Suzanne Brenner
Partner
Multi-Family Office
Endowment & Foundation Management
New York City, NY | USA
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Capital Partners
Christian M. Brunet
Partner
Boston, MA | USA
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Investor Services
Hilary Capay
Partner
New York City, NY | USA
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Capital Partners
Valentino D. Carlotti
Partner
Multi-Family Office
Corporate Advisory & Banking
New York City, NY | USA
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Capital Partners
Joseph Chott
Principal, Relationship Manager
Multi-Family Office
Endowment & Foundation Management
Philadelphia, PA | USA
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Capital Partners
Scott Clemons
Partner, Chief Investment Strategist
Multi-Family Office
Endowment & Foundation Management
New York City, NY | USA
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Investor Services
Geoffrey M. Cook
Partner
London | England
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Investor Services
Andrew Craswell
Principal
Relationship Management
Exchange-Traded Fund Services
Asset Managers
Cross Border Fund Services
London | England
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Investor Services
Jean Marc Crépin
Partner
Luxembourg | Luxembourg
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Firm
Paul D'Attanasio
Principal, Global Head of Human Resources
Boston, MA | USA
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Capital Partners
Thomas Davis
Partner
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
Endowment & Foundation Management
New York City, NY | USA
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Investor Services
Anthony DePalma, Jr.
Principal
Custody Services
Boston, MA | USA
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Investor Services
Manuel Dienhart
Principal
Transfer Agency
Luxembourg | Luxembourg
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Firm
Douglas A. Donahue, Jr.
Partner
New York City, NY | USA
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Capital Partners
Travis Dunn
Principal, Office Head
Multi-Family Office
Endowment & Foundation Management
Nashville, TN | USA
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Capital Partners
Paul Feldman
Principal
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
New York City, NY | USA
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Capital Partners
Nathan Fend
Managing Director, Relationship Manager
Multi-Family Office
Endowment & Foundation Management
Nashville, TN | USA
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Investor Services
Joshua Fine
Principal
Infomediary Data Solutions
Boston, MA | USA
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Investor Services
Eoin FitzGerald
Principal, Office Head
Dublin | Ireland
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Investor Services
Orla Foley
Partner
Asset Managers
Cross Border Fund Services
Relationship Management
Financial Institutions
Boston, MA | USA
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Capital Partners
Kathryn George
Partner
Multi-Family Office
Center for Family Business
New York City, NY | USA
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Capital Partners
Glenn Goldstein
Managing Director, CFA
Public Equity
Mid Cap Equity
New York City, NY | USA
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Investor Services
Lorrie Gordon
Partner
Boston, MA | USA
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Investor Services
Christopher Gothard
Partner
Foreign Exchange
Securities Lending
London | England
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Capital Partners
William Grant
Principal
Multi-Family Office
New York City, NY | USA
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Capital Partners
Daniel Greifenkamp
Principal, Head of Funds for Capital Partners
New York City, NY | USA
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Firm
Richard Ham
Principal
New York City, NY | USA
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Capital Partners
Lewis Hart
Partner, Head of Corporate Advisory & Banking
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
New York City, NY | USA
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Investor Services
Matthew Heffernan
Principal
Depositary and Trustee
Boston, MA | USA
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Investor Services
Joseph E. Hendry, III
Principal, Office Head
Luxembourg | Luxembourg
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Capital Partners
Scott Hill
Principal, Portfolio Manager
U.S. Large Cap Equity
Public Equity
New York City, NY | USA
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Capital Partners
Andrew Hofer
Principal, Head of Taxable Fixed Income, Portfolio Manager
Taxable Fixed Income
Structured Fixed Income
Fixed Income
Investment Management Leadership
New York City, NY | USA
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Capital Partners
Neil Hohmann
Partner, Portfolio Manager, Head of Credit Alternatives
Taxable Fixed Income
Fixed Income
Structured Fixed Income
Investment Management Leadership
New York City, NY | USA
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Investor Services
Sarah Holmes
Principal, Global Head of Securities Lending
Securities Lending
Boston, MA | USA
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Capital Partners
Alison Kelly Hutchinson
Principal, Office Head
Multi-Family Office
Trust Services
Next Generation Experience
New York City, NY | USA
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Capital Partners
Bill Hyder
Partner
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
Endowment & Foundation Management
Charlotte, NC | USA
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Capital Partners
Jeff Idler
Executive Director
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
Endowment & Foundation Management
Philadelphia, PA | USA
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Firm
Charles Izard
Partner
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Capital Partners
Nicole Jackson-Leslie
Managing Director, Senior Wealth Planner
Multi-Family Office
Trust Services
Boston, MA | USA
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Investor Services
Lauren Kayola
Principal
Custody Services
Boston, MA | USA
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Firm
Radford W. Klotz
Partner
New York City, NY | USA
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Capital Partners
R. Patrick Kruczek
Principal
Multi-Family Office
Private Equity
New York City, NY | USA
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Capital Partners
Paul Kunz
Principal, Head of Corporate Credit, Portfolio Manager
Taxable Fixed Income
Fixed Income
Investment Management Leadership
New York City, NY | USA
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Investor Services
Jim LaCasse
Principal
Fund Services
Boston, MA | USA
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Capital Partners
Bradley M. Langer
Partner
Multi-Family Office
Private Equity
New York City, NY | USA
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Capital Partners
Andrew Levy
Principal, Co-Manager – BBH Cedar Street Equity
Multi-Family Office
New York City, NY | USA
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Firm
Hampton Lynch
Partner
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Capital Partners
Nichol MacManus
Principal, Head of the 1818 Family Office
Multi-Family Office
New York City, NY | USA
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Investor Services
Jonathan Mack
Principal
Boston, MA | USA
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Capital Partners
Kerri Mast
Principal, Senior Wealth Planner, Head of Philanthropic Advisory
Multi-Family Office
Trust Services
Center for Family Business
Wealth Planning
Center for Women & Wealth
Charlotte, NC | USA
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Investor Services
Beth Maury
Principal
Boston, MA | USA
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Firm
Christopher McCabe
Partner
Boston, MA | USA
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Investor Services
Michael McDonald
Partner, Head of Service Delivery
Boston, MA | USA
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Investor Services
Michael McGovern
Principal
Jersey City, NJ | USA
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Capital Partners
Michelle McLaughlin
Managing Director, Credit Trader
Taxable Fixed Income
Fixed Income
New York City, NY | USA
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Investor Services
Shawn McNinch
Principal
Asset Managers
Exchange-Traded Fund Services
Financial Institutions
Boston, MA | USA
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Capital Partners
Jeffrey Meskin
Partner
Private Equity
Multi-Family Office
New York City, NY | USA
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Investor Services
Amy Morris
Principal
Transfer Agency
Boston, MA | USA
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Investor Services
Yukinori Nagahisa
Partner
Tokyo | Japan
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Investor Services
Sarah O'Donnell
Principal, Office Head
Relationship Management
London | England
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Capital Partners
J. Clark O'Donoghue
Principal
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
Endowment & Foundation Management
Philadelphia, PA | USA
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Investor Services
Alan O'Sullivan
Principal
Relationship Management
Financial Institutions
Dublin | Ireland
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Capital Partners
Matthew Pemberton
Principal
Multi-Family Office
Private Equity
New York City, NY | USA
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Capital Partners
Benjamin Persofsky
Head of the BBH Center for Family Business
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
Philadelphia, PA | USA
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Capital Partners
Ivan Pirzada
Principal
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
Boston, MA | USA
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Investor Services
Elizabeth Prickett
Principal
Boston, MA | USA
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Investor Services
Seán Páircéir
Partner, Global Head of Investor Services
Dublin | Ireland
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Capital Partners
Justin Reed
Partner, Chief Investment Officer
Multi-Family Office
Endowment & Foundation Management
New York City, NY | USA
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Investor Services
Christopher Remondi
Partner
Boston, MA | USA
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Investor Services
F. Meade Reynolds
Principal
Alternative Fund Services
Boston, MA | USA
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Capital Partners
Matthew Salsbury
Principal
Multi-Family Office
Private Equity
Charlotte, NC | USA
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Firm
John C. Santos, Jr.
Principal
New York City, NY | USA
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Capital Partners
Jeff Schoenfeld
Partner
New York City, NY | USA
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Investor Services
Scott Schultz
Principal
Foreign Exchange
New York City, NY | USA
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Investor Services
Jeffrey Scott
Principal
New York City, NY | USA
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Capital Partners
John Secor
Principal, Head of Corporate Advisory
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
New York City, NY | USA
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Investor Services
Noriyasu Sonobe
Partner
Alternative Fund Services
Cross Border Fund Services
Financial Institutions
Tokyo | Japan
Read Bio
Capital Partners
Brett Sovine
Principal
Multi-Family Office
Trust Services
Center for Family Business
Charlotte, NC | USA
Read Bio
Capital Partners
Gregory Steier
Principal, Portfolio Manager
Inflation-Indexed Fixed Income
Fixed Income
Municipal Fixed Income
Investment Management Leadership
New York City, NY | USA
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Firm
David E. Sternberg
Principal
New York City, NY | USA
Read Bio
Firm
Kevin W. Stone
Partner
New York City, NY | USA
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Capital Partners
Christopher Stonerook
Managing Director, Equity Analyst
U.S. Large Cap Equity
Public Equity
New York City, NY | USA
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Capital Partners
W. Carter Sullivan III
Partner
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
New York City, NY | USA
Read Bio
Capital Partners
Austin Szyperski
Relationship Manager
Multi-Family Office
Charlotte, NC | USA
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Investor Services
Diane Teed
Principal
Boston, MA | USA
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Firm
Andrew Tucker
Partner
Read Bio
Firm
William B. Tyree
Managing Partner
New York City, NY | USA
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Firm
Maroa C. Velez
Partner
Jersey City, NJ | USA
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Firm
Daniel Walker
Principal
New York City, NY | USA
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Investor Services
Patrick Walsh
Principal
Transfer Agency
Boston, MA | USA
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Capital Partners
John Walsh
Principal, Office Head
Multi-Family Office
Corporate Advisory & Banking
Center for Family Business
Boston, MA | USA
Read Bio
Capital Partners
Seth Ward
Principal, Senior Relationship Manager
Multi-Family Office
Endowment & Foundation Management
Boston, MA | USA
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Capital Partners
Philip Warner
Principal, Office Head, Single Family Office and International
Multi-Family Office
Endowment & Foundation Management
New York City, NY | USA
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U.S. Large Cap Equity
Mark Weber
Public Equity
Capital Partners
Chicago, IL | USA
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Investor Services
Kevin Welch
Principal
Boston, MA | USA
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Capital Partners
Bill Whelan
Partner
Multi-Family Office
Boston, MA | USA
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Capital Partners
Richard Witmer, Jr.
Partner
New York City, NY | USA
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Capital Partners
Hayley Xuereb
Principal, Equity Analyst
U.S. Large Cap Equity
Public Equity
New York City, NY | USA
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Capital Partners
Richard T. Yeh
Principal, Co-Manager and Head of Operational Resources Group, BBHCP Private Equity
Multi-Family Office
Private Equity
New York City, NY | USA
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Investor Services
Samuel Haihua Zhao
Managing Director
Cross Border Fund Services
Financial Institutions
Consultants and Advisors
Hong Kong | China
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