Independent wealth management firm Gresham Partners named company veteran Matt Bonaguidi as their Chief Wealth Strategist.
Bonaguidi, an attorney and CPA, has been with Gresham Partners since 1997 and has fulfilled a variety of roles analyzing tax law, setting approved transfer planning strategies, and sculpting family financial planning strategies.
“Matt has developed subject matter expertise that is in high demand by our clients,” said Gresham President and Chief Investment Officer Ted Neild.
At his new post, Bonaguidi will oversee estate planning, wealth transfer and philanthropic planning operations while working with Gresham’s client service team to develop new initiatives in their wealth planning practice.
Founded in 1997, Gresham Partners serves families with investable assets of at least $25 million and holds nearly $3 billion under management.
Mason Braswell writes for Financial Planning.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access