Sentence examples for director of wealth from inspiring English sources

"We are having this come up daily," said Mitchell A. Drossman, national director of wealth planning strategies for U.S. Trust.

The bride's father is a partner in and director of wealth and capital markets services for Dynasty Financial Partners in Manhattan.

Niall J. Gannon, director of wealth management at the Gannon Group at Morgan Stanley Smith Barney, has been the steady member of the group.

Mitchell A. Drossman, national director of wealth planning strategies at U.S. Trust in New York, said, "Plan for what we know, not for what we think might happen".

When it comes to tax planning, marriage and civil partnership can simplify things, according to Roger Prest, managing director of Wealth & Tax Management Independent Financial Planners.

People who sell businesses or appreciated securities, or exercise stock options, have to be aware of timing, said Richard Coppa, managing director of Wealth Health, a financial advisory firm.

"You would have thought we would have had some certainty by this point, but as we get closer to Dec. 31 the uncertainty seems to be getting greater," sighs Mitchell Drossman, national director of wealth-planning strategies with U.S. Trust.

"The first time children make decisions together about significant wealth, it is usually sometime around settling the parents' estate," said Mr. Rogerson, the director of family wealth services at BNY Mellon Wealth Management.

James Priday, managing director of Prydis Wealth, warned that buy-to-let may not be quite the great investment that it seems.

"I'm crushed personally," said Kenneth F. Siebel, managing director of Private Wealth Partners, a money management firm, who is the owner of the Bitterroot Springs Ranch, along Mitchell Slough.

But John Brigance, executive director of the wealth management and trust division of the association, said banks could live with the legislation.