Experienced attorney in financial markets, estates and trusts, commercial real estate, debt capital structuring and business formation. Personal interests include changing the way families prepare for and finance an investment in college education and making the world a better place.
Areas of focus: Wealth formation and distribution, trusts, business formation and capitalization, commercial real estate, structured debt, organizational expansion and personal finance.
Gail R. Travers
Administrator and experienced executive serving as a member of the evaluation committee. Advises trust boards and fiduciaries on asset holdings, trust administration and trust operations.
Areas of focus: Not-for-Profit organizations, executive training and trust administration.
Kelly M. Martin
Operations Manager, administrator and member of the evaluation committee. Principal client manager
and servicing specialist.
Areas of focus: Operations and administration, client servicing and regulatory compliance.