Independent wealth management firm Gresham Partners announced today that Principal and advisor Matt Bonaguidi has been named Chief Wealth Strategist, designating him as the firm’s in-house subject matter expert for estate planning, wealth transfer and philanthropic planning. Bonaguidi joined Gresham in December 1997, and has honed a unique ability to set approved transfer planning strategies for Gresham’s clients, analyzed tax law changes, and leveraged the firm’s national network of estate planning attorneys, philanthropic advisors and accountants. His expertise has helped establish Gresham as an industry leader in wealth planning strategies for ultra-high net worth individuals and families.

“Matt has developed subject matter expertise that is in high demand by our clients,” said President and Chief Investment Officer Ted Neild. “From tailoring family financial education programs, vetting lifetime gift and tax planning strategies, to identifying creative tactics for transferring assets to future generations and charities, Matt is a unique resource to our clients and advisors alike.”

An attorney and CPA specializing in income, gift and estate taxation, Bonaguidi will work with Gresham’s client service team to develop initiatives that further enhance the firm’s wealth planning offering. “Over the years, Gresham has consistently delivered highly personalized, holistic planning services to our clients,” said Bonaguidi. “Our strategic and technical abilities as wealth planners, coupled with Gresham’s industry-recognized, risk conscious investment approach, allow us to offer our clients a comprehensive wealth management solution.”

For numerous families, Bonaguidi’s planning advice and counsel helped limit the family’s financial risk and saved millions for the next generations. He is a member of the Chicago Estate Planning Council, Chicago Bar Association and the American Institute of Certified Public Accountants.

About Gresham

Formed in 1997, Gresham Partners LLC is a nationally recognized, independent wealth management firm serving select families with investable assets of at least $25 million. Known for its commitment to delivering superior investment performance and highly personalized wealth planning, Gresham’s client focused solutions feature hard to access managers without the conflicts typical of other firms. With nearly $3 billion under management, Gresham’s Risk Conscious(R) investment platform and holistic planning are focused on preserving and growing clients’ assets. The firm’s team of highly skilled professional advisors allows families greater freedom to pursue career and personal interests.

Brown Brothers Harriman & Co. (“BBH”) announced today the appointment of Rafael Febres-Cordero as Head of the Firm’s International Wealth Management business. This hire is a key component of BBH’s effort to grow its international business. Mr. Febres-Cordero joins BBH as a Managing Director with more than twenty years of experience in the financial industry across various markets. He will be responsible for the strategy and development of the International Wealth Management business catering to clients outside the United States. Mr. Febres-Cordero will be reporting directly to Charlie Izard, Partner responsible for Wealth Management and will be based in BBH’s flagship office in New York.

“Rafael is joining Wealth Management at a critical time, as we are well positioned to expand our international footprint focused on key regions around the world,” said Charlie Izard. “We are excited to have a professional of his caliber and believe his experience and leadership will help us continue to provide excellent client service to meet the unique needs of our non-U.S. wealth management clients.”

Prior to joining Brown Brothers Harriman, Mr. Febres-Cordero held a variety of leadership positions over fourteen years at Fidelity Investments, including Managing Director at Devonshire Investors, a private equity division of Fidelity, as well as Managing Director, Southern Europe & Latin America within Fidelity Investments International. Prior to Fidelity, he held various leadership positions in the areas of corporate finance and international corporate banking in Venezuela.

“I am delighted to join Brown Brothers Harriman’s International Wealth Management team,” said Rafael Febres-Cordero. “I believe the client focus and top-tier investment capabilities of the Wealth Management platform poise the business for growth internationally, and I look forward to working with individuals, business owners, family offices, and family foundations.”

BBH has been a privately-held financial services provider for nearly 200 years and has over 80 years of experience providing customized, discretionary investment advisory services to select clients across five continents. BBH’s non-U.S. clients share the Firm’s commitment to thoughtful investing and appreciate its culture of stability, continuity, and confidentiality. The Firm combines world-class, proprietary investment management with expertise in asset allocation and risk management to help its non-U.S. clients achieve their long-term financial goals.

David A. Roberts recently joined WTAS New York as a Managing Director in the private client services practice with a focus on international taxation.

Roberts has extensive experience serving high net worth individuals as it relates to their international tax and family wealth planning needs. He works with families with U.S. connections and those with inbound/outbound U.S. investments. Roberts also assists his clients in planning for the tax aspects of immigration and expatriation. He qualified as a tax professional in the United Kingdom and provides U.S./UK cross border tax planning.

“David’s sweeping credentials in servicing wealthy individuals with international tax issues and opportunities will continue to grow our practice in this critical area of taxation,” said Joe Toce, the firm’s Office Managing Director for the New York office.

Roberts spent 10 years with Citi Private Bank where he was responsible for the development and implementation of structures including trusts and corporations to meet the tax planning needs of multi-jurisdictional clients. Previously, Roberts was a member of Arthur Andersen’s global private clients services team.

Roberts was a speaker at a recent Florida International Bankers Association (FIBA) seminar, discussing the Changing Trends in Private Client Taxation. He is also a member of the Society of Trust and Estate Practitioners (STEP) and the European American Tax Institute.

“WTAS is consistently monitoring the needs of the market we serve. The addition of Roberts addresses a growing segment of our high net worth client base looking for assistance in international tax planning,” commented WTAS CEO, Mark Vorsatz.

Wilmington Trust, one of the leading wealth management companies headquartered in the U.S., announced today that it has hired Thomas C. Rogerson as a senior managing director and family wealth strategist to serve the company’s Family Wealth clients.

“Tom will play a leadership role in assisting business owners in legacy planning and succession issues.”
Wilmington Trust’s Family Wealth services comprise financial and risk management, including cash flow management; tax and accounting services; investment oversight, including asset allocation, manager selection, and consolidated reporting; and charitable giving management services, complemented by industry-leading personal trust, estate planning, and fiduciary services. Rogerson will be based in Boston, Mass. and will serve Wilmington Trust’s clients nationally. He will report to Kemp C. Stickney, chief fiduciary officer and head of family wealth for Wilmington Trust.

“Tom’s knowledge and leadership builds on our continued commitment to providing the wealth management industry’s premier talent and expertise to our clients,” said Mark A. Graham, executive vice president of Wealth Advisory Services. “Tom will play a leadership role in assisting business owners in legacy planning and succession issues.”

Rogerson brings more than 30 years of experience in the wealth management industry to his role, with more than 16 years of family governance expertise. He joins Wilmington Trust from BNY Mellon Wealth Management where he served as managing director of family wealth services. Previously, he was national director of estate tax planning with State Street Global Advisors in Boston, assisting clients with estate planning and family governance. Earlier in his career, Rogerson served as director of financial and estate tax planning with Coopers and Lybrand and was national director of estate tax planning for Kidder, Peabody & Co. He holds a bachelor’s degree in Economics from Ithaca College.

“I am excited to be joining a team with such a history of expertise in Delaware trust law and complex planning strategies,” said Rogerson. “I view an important part of wealth management to be about preparing the money for the family, but also about preparing the family for the money. I look forward to further integrating this approach into what Wilmington Trust already does very well.”

Wilmington Trust’s Wealth Advisory Services business offers a comprehensive array of personal trust, financial planning, fiduciary, asset management, and family office services that help high-net-worth individuals and families grow, preserve, and transfer wealth. It maintains offices throughout the United States, and focuses on serving families through long-term relationships, many of which span multiple generations.

Wilmington Trust Company and its Wilmington Trust affiliates (“Wilmington Trust”) provide Wealth Advisory Services for high-net-worth clients throughout the United States, and Corporate Client Services for institutional clients throughout the world. Wilmington Trust has offices in Arizona, California, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Vermont, the Cayman Islands, the Channel Islands, London, Dublin, Frankfurt, Luxembourg, and Amsterdam. Wilmington Trust is owned by M&T Bank Corporation. M&T is a financial holding company headquartered in Buffalo, New York. M&T’s primary banking subsidiary, M&T Bank operates retail and commercial bank branches in the Northeast United States and Ontario, Canada.

Evercore Wealth Management LLC today announced the opening of a regional headquarters in Minneapolis to serve high net worth individuals, families and related institutional clients throughout the Midwest. In a related move, the firm named six new partners.

The new partners join Evercore Wealth Management from the Minneapolis-based private asset management firm Lowry Hill, a division of Wells Fargo Bank. The team reports directly to chief executive officer Jeff Maurer at the Evercore headquarters in New York.

“The expansion of Evercore Wealth Management in the Midwest is a significant step in our development as a leading national firm,” said Mr. Maurer. “We welcome our new colleagues, who have deep experience and share our partnership values. They are committed to delivering to their clients the highest standard of independent advice, investment expertise and personal service.”

Martha Pomerantz, a partner and co-manager of the new office, said: “We are excited to join Evercore Wealth Management. The firm’s goals-based approach to managing wealth, its sophisticated investment platform and its independence from the internal conflicts that are inherent at so many big financial institutions will strongly appeal to private clients in the Midwest.”

The six new partners are:

Martha Pomerantz is a portfolio manager and a member of the Evercore Wealth Management Investment Policy Committee. Ms. Pomerantz has 25 years of experience in financial services, including 16 years as an investment principal and co-chair of the investment committee at Lowry Hill. She was previously a securities analyst at Wertheim Schroder and Co. Inc. in New York and a financial planning and analysis manager at Centel Corp. in Chicago. She is a graduate of the J.L. Kellogg School of Management and of Northwestern University;

Julie Krieger is a co-manager of the Evercore Wealth Management Minneapolis office and a wealth advisor, responsible for delivering comprehensive multi-generational wealth management and planning advice to Midwest clients. She has 27 years of experience in working with high net worth individual and family clients throughout the region, including 18 years at Lowry Hill, where she served as a financial principal and the chief financial officer. Earlier in her career, she worked as a senior tax manager at KPMG and as a tax associate at Arthur Anderson. She is a Certified Public Accountant;

Pam Lundell is a wealth advisor, also responsible for delivering comprehensive multi-generational wealth management and planning advice to Evercore Wealth Management’s clients in the Midwest. She has 22 years of experience providing tax and financial services. Prior to joining Lowry Hill as a financial principal in 1995, she was a tax accountant at the fiduciary trust division of Norwest Bank Minnesota and a tax officer at C&S/Sovran Trust Company. She is a Certified Public Accountant;

Jason Anderson is responsible for information technology for Evercore Wealth Management, as well as for providing operations support to the Minneapolis office. He joins the firm after 18 years at a registered investment advisory firm, where he was the chief technology officer;

Stacie Price is a wealth advisor, part of the team responsible for delivering customized planning and administrative services to clients in the Midwest. She has 20 years of experience in financial services, including 13 years working with individual and family clients at Lowry Hill, where she was additionally responsible for operations and oversight. Ms. Price is a Certified Financial Planner and a Certified Trust Financial Advisor;

Michael Seppelt is a portfolio manager and a member of the Evercore Wealth Management Equity Selection Committee. He joins the firm after 11 years as an investment principal and portfolio manager at Lowry Hill; he previously worked at Wells Fargo Private Asset Management. Mr. Seppelt holds the Chartered Financial Analyst designation and is the Secretary for the Board of the CFA Society of Minnesota.

About Evercore Wealth Management

Evercore Wealth Management, LLC, a subsidiary of Evercore Partners Inc., serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. Evercore Wealth Management is a registered investment advisor, with offices in New York, Minneapolis and San Francisco. The firm, which was founded in November 2008, manages client assets totaling $2.9 billion, as of June 30, 2011. Additionally, Evercore Wealth Management offers personal trust services to its clients though Evercore Trust Company, N.A., a chartered national trust bank with $35.3 billion in assets under administration, as of June 30, 2011. More information about Evercore Wealth Management and its team of advisors can be found at www.evercorewealthmanagement.com .

About Evercore Partners

Evercore Partners is a leading independent investment banking advisory firm. Evercore’s Investment Banking business advises its clients on mergers, acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions and also provides institutional investors with high quality research, sales and trading execution that is free of the conflicts created by proprietary activities; Evercore’s Investment Management business comprises wealth management, institutional asset management and private equity investing. Evercore serves a diverse set of clients around the world from its offices in New York, Boston, Chicago, Houston, Los Angeles, San Francisco, Washington D.C., London, Aberdeen, Scotland, Mexico City and Monterrey, Mexico, Hong Kong and Rio de Janeiro and Sao Paulo, Brazil. More information about Evercore can be found on the Company’s website at www.evercore.com .