Profiel
Ms. Wilson joins GenSpring's New York office as a Senior Vice President and Wealth Management Strategist.
Prior to joining GenSpring, she was a Private Wealth Advisor at Goldman Sachs' Private Wealth Management Group, focusing on the needs of high net worth individuals, families, family offices and endowments.
Her responsibilities included advising on asset allocation, investing and integrating family needs such as financial and estate planning, lending and family governance.
Before joining Goldman Sachs, Ms. Wilson was a Senior Vice President at the United States Trust Company, where she ranked as a top relationship manager and new business developer for the Ultra Wealthy Client sector.
Ms. Wilson previously held executive positions at Citibank, Swiss Bank Corporation and Manufacturers Hanover Trust Company.
Eerdere bekende functies van Marcia Lyons Wilson
| Bedrijven | Functie | Einde |
|---|---|---|
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Portefeuillebeheerder-Aandelen | 01-10-2008 |
| Manufacturers Hanover Trust Co. | Corporate Officer/Principal | - |
| Swiss Bank Corp. (New York) | Corporate Officer/Principal | - |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
| Swiss Bank Corp. (New York) | Finance |
| Manufacturers Hanover Trust Co. | Finance |
