Welcome to The Institute: Seven New Faculty Members

As The UHNW Institute continues to grow and evolve to help advisors meet the ever-changing needs of ultra-high-net-worth individuals and families, we are pleased to welcome seven new faculty members to our organization. Each new member of our faculty has demonstrated vast knowledge in their respective fields and we are excited for their contributions as educational leaders at The UHNW Institute.

The new faculty members include:

Amy Szostak

Director, Family Education and Governance

Northern Trust Company

View LinkedIn here and bio here 

 

Charlie Grace

Managing Director, Family Enterprise Solutions, Private Client Practice

Cambridge Associates

View LinkedIn here and bio here

 

Dotti Reeder

Managing Director, Client Advisory Team

Tolleson Wealth Management

View LinkedIn here and bio here

 

Greg Friedman

Chairman, Managing Director

Greycourt & Co, Inc.

View LinkedIn here and bio here

 

Nikè Anani

Director, Next Gen Advisory

Northern Trust Company

View LinkedIn here and bio here

 

Rebecca Meyer

Partner, Senior Consultant

Relative Solution, LLC

View LinkedIn here and bio here

 

Stan Treger

Behavioral Insights Advisor

Northern Trust Institute

View LinkedIn here and bio here

 

As always, if you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.