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

Kalyan R Raman

William Hiza

Vickie Lynn

Dillon Kenniston, CFP®

Peter Seidenberg

Samuel King

Narendra Sharma

Michael Pacheco

Olivea Wright

Kenneth J. Ryan

Abhishek Dubey

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

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 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.

Leadership Team

The Client Support and Solutions team at Private Client Resources ensures exceptional service for ultra-high-net-worth (UHNW) advisors and their clients. They tackle a range of tasks including addressing client inquiries, solving technical issues, and enhancing overall client experience, driven by a collaborative effort from senior leadership and dedicated associates.

Client Support and Solutions

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 Operations Team at Private Client Resources ensures seamless interactions between ultra-high-net-worth advisors and their clients by managing data aggregation, statement reconciliation, and reporting processes. The team, comprising of an Operations Associate, Statement Ops Supervisor, and Vice President of Operations, focuses on maintaining the accuracy and efficiency of financial data workflows to support superior client service.

Private Client Resources

Org chart

Teams

Data Operations

Engineering

Leadership Team

Client Support and Solutions

Finance Team

Operations Team

Offices

Private Client Resources

Org chart

Teams

Data Operations

Engineering

Leadership Team

Client Support and Solutions

Finance Team

Operations Team

Offices

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