Our Wealth Strategies Experts
Wealth Strategies Group
Working with your relationship manager, private banker and other advisors—accountants and attorneys—we move your plan from where it is today to where you want it to be in the future.
Visit our Wealth Strategies page to learn more about our wealth strategies approach
Wealth strategists
Linda S. Beerman, Head of Wealth Strategies
Leslie S. Kehoe, Managing Director & Senior Wealth Strategist
Theresa M.H. Marx, Director of Wealth Planning & Senior Wealth Strategist
Rebecca W. Milliman, Managing Director & Senior Wealth Strategist
Elizabeth Nichols, Managing Director & Senior Wealth Strategist
Amanda B. Regnier, Director of Financial Planning & Senior Wealth Strategist
Halsey O. Schreier, Managing Director & Senior Wealth Strategist
Judith A. Saxe, AEP®, CAP®, Director of Education and Research & Senior Wealth Strategist
Caroline B. McKay, Senior Vice President & Senior Wealth Strategist
Keri Pankow, Senior Vice President & Senior Wealth Strategist
Financial planners
Daniel Blaustein, CFP®, Vice President & Financial Planning Strategist
Eric Cusek, CFP®, Vice President & Financial Planning Strategist
Nicole Granger, CTFA, Vice President & Financial Planning Strategist
Sam Hatcher, Associate & Financial Planner
Kendall Jabaley Mitnitsky, Associate & Financial Planner
Tom O. Matia, Associate & Financial Planner