advertisement
Jul 1, 2005 12:00 PM
NEW BOARD MEMBER
We are pleased to announce an addition to the Trusts & Estates advisory board. Joining the Committee on Investments is Liz Miller, a managing director for Trevor Stewart Burton & Jacobsen Inc. in New York. Miller's practice includes both equity and fixed income management with a particular emphasis on private clients and their financial needs throughout the wealth life-cycle. She is a principal of the firm and an active participant in setting the firm's investment policy.
For the past two years, Miller also has chaired the Private Wealth Management Committee for the New York Society of Security Analysts. In this role, Miller had been a leader in identifying the industry's priorities and setting an educational agenda for private wealth professional excellence. In 2004, NYSSA recognized her leadership with a Volunteer of the Year award. Miller is also an instructor for the Chautauqua Institute's Special Studies program. Miller has a B.S. in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University.
Acceptable Use Policy blog comments powered by Disqus
Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
Poll
Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
Videos
advertisement
T&E eNewsletters
Wealth Watch 
Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
Latest from Wealth Watch
Tech. Review 
Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.
Latest from Tech. Review
2011 Trust Glossary
Click here to download the 2011 Trust Glossary
50 Years Ago This Month
| 50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb. |
Conrad Teitell's Guide to Tax Benefits For Charitable Gifts
Click here to view the most up to date guide (September 2011)
Press Releases
advertisement
advertisement










