TOP 10 Art advisory services in Conshohocken, PA
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Baldwin Investment Management
● OpenBaldwin Investment Management is a private and independently-owned finance firm located at 100 Four Falls Corporate Center in Conshohocken, Pennsylvania, United States. The institution specializes in serving families, foundations, and non-profit institutions as investment advisors, family office specialists, and financial planners. With offices in West Conshohocken and West Chester, Pennsylvania, Baldwin offers a comprehensive array of financial services to help clients achieve their wealth management goals. The firm utilizes state-of-the-art technology and a diversified investment strategy to manage assets and provide customized solutions for each client's unique needs. Baldwin Family Office services simplify the complexities of wealth management, ensuring confidentiality and efficiency in all tasks performed. With a focus on long-term rewards and asset allocation, Baldwin Investment Management is committed to helping clients reach their financial objectives.
100 Four Falls Corporate Center # 202, Conshohocken, PA 19428, United States -
Bank of America Private Client Advisor Paulette Callas
● OpenBank of America Private Client Advisor Paulette Callas is a Senior Vice President, Private Client Advisor and Institutional Client Advisor located at 300 Conshohocken State Road in Conshohocken, Pennsylvania. With over 29 years of banking experience, Paulette specializes in managing customized relationships for individuals, families, and institutional leaders. She collaborates with a team of specialists at Bank of America Private Bank to provide integrated wealth planning strategies, investment management, credit, trust and estate services, and philanthropic guidance. Paulette aims to understand the unique dynamics of each client relationship and offers a personalized approach. Prior to joining Bank of America Private Bank, Paulette held senior roles at Wells Fargo and predecessor banks, overseeing commercial and institutional relationships. She is actively involved in the community, serving on advisory councils for organizations such as the World Affairs Council of Philadelphia and the Philadelphia Museum of Art. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a focus on meeting the financial goals and best interests of their clients. With a history of over 200 years, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth, drawing on a personalized approach and resources to achieve financial objectives. The institution values innovation and strives to anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck website for additional information.
300 Conshohocken State Rd, Conshohocken, PA 19428, United States
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