The team
People you will actually speak to.
Thirty-eight specialists in New York and Geneva. Every relationship is led by one of our six partners.
Chief Investment Officer
Thomas Reed
Partner since 2009
Thomas leads the investment committee. Before joining the firm, he managed endowment portfolios for two universities, an experience that taught him to value patience above brilliance.
- CFA charterholder
- Formerly endowment manager, Boston
- Speaks English, French and German
Partners
The partnership
Margaret Hale
Senior Partner
Thomas Reed
Chief Investment Officer
Richard Vaughn
Head of Family Office
Claire Whitmore
Client Director
Leadership
Experience you can rely on.
Margaret Hale
Senior Partner
Thirty years advising families through generational change. Formerly at a leading Swiss private bank.
Richard Vaughn
Head of Family Office
Oversees property, governance and philanthropy for our largest relationships.
Claire Whitmore
Client Director
The first person new clients meet, and the one who makes everything run smoothly.
Careers
Join a firm that takes its time.
We hire rarely and carefully, and we keep people for a long time. If you prefer depth to volume and conversations to transactions, we would like to hear from you.
