About us

As a trust consultant, Cathy 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.

Evan 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, Evan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Brian spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary 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, Brian works diligently to address clients’ unique situations.

In the wealth management banker role, Josh 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.

Patricia works collaboratively with advisors to identify banking solutions that help clients achieve their financial and business goals. Her in-depth understanding of City National Bank’s mortgage, commercial, private banking and consumer lending capabilities allows them to develop effective recommendations that can complement a client’s financial plan. She can participate in client meetings, help advisors identify opportunities within their book of business, and add value to client relationships by effectively addressing credit and lending.