Shade Tree Advisors LLC
Bridget Horan has a diverse work experience in the financial industry. Bridget currently works as a Director at Shade Tree Advisors LLC since November 2020. Prior to that, they had a significant tenure at UBS, starting as a Finance Intern in February 2015 and then progressing to roles such as Authorized Officer and Associate Director. Bridget also had a stint at The Ayco Company, L.P., a Goldman Sachs Company, where they worked as a Sr. Portfolio Administrator and later as a Client Analyst. Their career started with a Finance Internship at Evans Bank in January 2008.
Bridget Horan obtained their Bachelor of Science (B.S.) degree in Business Administration and Management, General from the University at Buffalo in the years 2004 to 2008. Additionally, they pursued a Master of Business Administration (M.B.A.) degree from the University at Albany, SUNY from 2012 to 2013.
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Shade Tree Advisors LLC
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.