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    1. Home
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    5. Wealth ManagementPrivate Wealth & Advisory

    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 Team
    • Sarah T. Connolly

      Partner
      • Boston
      • Office:617.345.6075
      • sconnolly@nixonpeabody.com
      Sarah T. Connolly
    • Evelyn V. Moreno

      Partner
      Practice Group Leader, Private Clients
      • Boston
      • Office:617.345.6157
      • emoreno@nixonpeabody.com
      Evelyn V. Moreno
    • Matthew M. Martino, CFA

      Senior Director of Portfolio Strategy
      • Boston
      • Office:617.345.1122
      • mmartino@nixonpeabody.com
      Matthew M. Martino, CFA
    • Lawrence B. Cohen

      Partner
      • Boston
      • Office:617.345.1268
      • lcohen@nixonpeabody.com
      Lawrence B. Cohen
    • Marc Iovine

      Compliance Officer
      • Boston
      • Office:617.345.1347
      • miovine@nixonpeabody.com
      Marc Iovine
    • A. Christine Tshudy, CFA, CAIA

      Senior Equity Analyst / Portfolio Manager
      • Boston
      • Office:617.345.1078
      • ctshudy@nixonpeabody.com
      A. Christine Tshudy, CFA, CAIA
    See Full Team

    Insights And Happenings

    • Article

      Gift and Estate Tax: Numbers, numbers, numbers

      Jan 22, 2023
    • Press Release

      Nixon Peabody welcomes wealth management industry veteran Robert MacDonnell

      Jan 18, 2022
    • Article

      Wealth Management Insights April 2020

      April 15, 2020

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