The Power Behind Great UHNW Advisor/Client Interactions

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Private Client Resources

Private Client Resources' headquarters in Wilton, CT, United States

Francesca Lodge - Benedetti

William Hiza

Vickie Lynn

Dillon Kenniston, CFP®

Kalyan R Raman

Peter Seidenberg

Michael Pacheco

Narendra Sharma

Shaurin Damania

Olivea Wright

Kenneth J. Ryan

Abhishek Dubey

Ray Casaletta

This department is responsible for examining financial data to provide insights and support decision-making within the organization.

Financial Analysis

The Data Operations team at Private Client Resources is responsible for managing and automating data processes to ensure the accuracy, efficiency, and timely delivery of financial information. The team supports alternative data automation, handles client onboarding, and provides institutional support, all aimed at enhancing interactions between UHNW advisors and clients.

Data Operations

This department oversees and optimizes the organization's operational processes and strategies.

Operations Management

The Engineering team at Private Client Resources focuses on developing and maintaining advanced technological solutions to enhance advisor and client interactions for ultra-high-net-worth (UHNW) individuals. Team members collaborate to automate data feeds, implement robust software systems, and ensure seamless technical operations, utilizing tools like .NET and Azure DevOps to deliver high-quality, reliable services.

Engineering

The Finance Team at Private Client Resources, consisting of a Chief Financial Officer, Financial Services, Financial Analyst, and Financial Consultant, is responsible for managing the financial health of the company. They oversee budgeting, forecasting, financial planning, and analysis to support ultra-high-net-worth (UHNW) advisor/client interactions, ensuring the company's financial strategies align with its goals.

Finance Team

The Leadership Team at Private Client Resources oversees the strategic direction, operational efficiency, technological innovation, financial health, and client experience enhancements to empower ultra-high-net-worth advisor/client interactions. Comprising experts in technology, client experience, finance, operations, and engineering, the team drives the company's mission to deliver unparalleled service and performance.

Private Client Resources

Org chart

Teams

Financial Analysis

Data Operations

Operations Management

Engineering

Finance Team

Leadership Team

Offices

Private Client Resources

Org chart

Teams

Financial Analysis

Data Operations

Operations Management

Engineering

Finance Team

Leadership Team

Offices

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