About our team

Dana spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Dana works diligently to address clients’ unique situations.

Melissa serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Melissa partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

In the wealth management banker role, Linh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Cindy is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.