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Wealth Management
We offer a complete range of wealth management, financial and investment planning, and fiduciary services. Whether engaging us as a financial advisor or a trustee of trusts, clients around the globe rely on our experienced advisors and attorneys for a personalized touch in managing and protecting personal wealth.
Overview
We provide our clients, individuals and families with net worths of all sizes, with a complete range of wealth management, financial and investment planning, and fiduciary services. Whether using us as a financial advisor or a trustee of trusts, our experienced advisors and attorneys offer a personalized touch in managing and protecting personal wealth for long-term financial success. All of our clients receive the same concierge-style service, regardless of the size of their assets.
By the numbers
- 65 professionals (Trust Company & Nixon Peabody)
- $3.1 billion in assets under administration
- 1,700 active accounts
Our attorneys and investment professionals collaborate seamlessly to create a single destination for clients’ wealth management services under the Nixon Peabody umbrella—including our wholly owned subsidiary, Nixon Peabody Trust Company. This allows clients to avoid the costly fees and conflicting strategies that come with spreading wealth management responsibilities across multiple firms.
Our Team
See Full TeamEvelyn V. Moreno
Partner
Practice Group Leader, Private Clients- Boston
- Office:617.345.6157
- emoreno@nixonpeabody.com
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Matthew M. Martino, CFA
Senior Director of Portfolio Strategy- Boston
- Office:617.345.1122
- mmartino@nixonpeabody.com
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A. Christine Tshudy, CFA, CAIA
Senior Equity Analyst / Portfolio Manager- Boston
- Office:617.345.1078
- ctshudy@nixonpeabody.com
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