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

Kalyan R Raman

Peter Seidenberg

Michael Pacheco

Narendra Sharma

Shaurin Damania

Olivea Wright

Kenneth J. Ryan

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 various managerial functions and ensures effective leadership across the organization.

Management Group

This department oversees the strategic management and implementation of technology systems and operational processes.

Technology Operations

This department manages financial records, oversees accounting practices, and ensures compliance with financial regulations.

Accounting Department

This department analyzes and manages investments in private equity, hedge funds, and other alternative assets.

Private Client Resources

Org chart

Teams

Financial Analysis

Data Operations

Management Group

Technology Operations

Accounting Department

Alternative Investments

Offices

Private Client Resources

Org chart

Teams

Financial Analysis

Data Operations

Management Group

Technology Operations

Accounting Department

Alternative Investments

Offices

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