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About Heather Flanagan
Based in our NY office, Heather serves as Head of Family Office Services.
View all posts by Heather Flanagan, Oliver Pursche, AAMS®, CEPA and Sheila Schroeder
About Oliver Pursche, AAMS®, CEPA
Oliver is an advisor in our Westport, CT office.
View all posts by Heather Flanagan, Oliver Pursche, AAMS®, CEPA and Sheila Schroeder
About Sheila Schroeder
Sheila Schroeder serves as Regional Head of Business Development in San Francisco, CA.
View all posts by Heather Flanagan, Oliver Pursche, AAMS®, CEPA and Sheila Schroeder