Wealth Strategies Group

Our team of wealth specialists includes nonpracticing lawyers, accountants and financial planners, giving us the expertise to help with all aspects of wealth management, from ensuring current liquidity needs to managing risk and shaping an individual's legacy. To learn more, please see Wealth Strategies.


Linda S. Beerman
Head of Wealth Strategies
Atlanta

Joshua S. Miller, CFP®
Managing Director
Boston

Rebecca W. Milliman
Managing Director
Chicago
Judith A. Saxe
Director of Research and Education
Boston
Catherine L. Schnaubelt
Managing Director
Houston

Ryan C. Coulson
Senior Vice President
San Francisco

Halsey O. Schreier
Vice President
New York

Michelle M. Lum
Senior Associate
Boston