Choate Adds 14-Person Private Client Practice to its Wealth Management Group

Brian Monnich, Nan Giner, Jennifer Snyder,
Michael Fay

Team

Related Practice Areas

 

Choate Adds 14-Person Private Client Practice to its Wealth Management Group

Choate Announcement

 | December 3, 2012

Choate today announced that the Private Client Practice at Wilmer Cutler Pickering Hale and Dorr LLP has joined Choate’s industry-leading Wealth Management Group.  On November 13, Choate announced that the four partners from WilmerHale’s Private Client Practice – Jennifer C. Snyder, Nan Giner, Michael L. Fay and Brian W. Monnich – would join the firm.  Effective today, those four partners, plus three associates from WilmerHale’s Private Client Practice – Jessica L. Lambert, Brooke L. Manfredi and Courtney Carr – and seven related professional staff have joined Choate’s Wealth Management Group. 

Choate’s Wealth Management Group works closely with investment professionals at Choate Investment Advisors, the firm’s registered investment advisor subsidiary, to provide clients with a suite of objective, integrated solutions to their wealth management needs.  Choate’s seamless “one-stop” approach to wealth management offers clients world-class, institutional quality investment management services that are fully integrated with their tax, trust and estate planning and administrative needs.

The 14-person team has joined Choate’s large Wealth Management Group of over 50 people, which includes lawyers, investment professionals, tax preparers, trust and estate administrators and other client service staff. 

“We are thrilled that WilmerHale’s team of talented wealth management professionals has joined our growing wealth management practice,” said William Gelnaw and John Nadas, co-managing partners at Choate.

Choate’s Wealth Management practice has been nationally recognized as one of the leading practices of its kind by US News & World Report.  Choate Investment Advisors is regularly ranked as one of the top wealth advisory firms in the country.  Recent rankings include: Barron’s 2012 Top 100 Independent Wealth Advisors, AdvisorOne 2012 Top Wealth Managers and Forbes Magazine’s Top 50 Fee Only Registered Investment Advisors.

 

Thank you for reaching out to contact Choate. Before you send your message, we wanted to make sure you are aware of the following. Please do not send any confidential information in response to this link. Sending an e-mail to Choate does not give rise to an attorney-client relationship, and will not be deemed to disqualify Choate from undertaking any engagement for a current or future client.  Before any attorney-client engagement may be formed, Choate will need to check for possible conflicts of interest, you will need to consider whether you wish to retain Choate as counsel, and we will need to consider whether we wish to accept the potential engagement. In the meantime, Choate reserves the right to represent parties with interests adverse to you.

AcceptDecline