When Breaking Up is NOT Hard to Do (Trustee Resignations)
We are pleased to announce that Julie Min Chayet, Managing Director, Private Client Advisor, Bank of America Private Bank, will be our guest speaker at our December 11th dinner meeting at Innis Arden Golf Club in Old Greenwich. Cash bar and cocktails will begin at 5:45 p.m., followed by dinner promptly at 6:30 p.m. and the speaker presentation from 7:15 p.m.-8:00 p.m.
This presentation will address trustee breakups and resignations and how to incorporate best practices for determining when the relationship needs to end. Our presenter, Julie Min Chayet, is a Managing Director and Private Client Advisor with Bank of America Private Bank in Westport, Connecticut. Julie collaborates with a client’s broader Bank of America team and external advisors to oversee investment, trust, philanthropy, credit and lending services. Julie joined the firm in 2014. Prior to her current role, she served as a Market Trust Executive for four years, leading a team of Trust Officers in Connecticut, upstate New York and Long Island. Her experience includes ten years with Fiduciary Trust Company International, where she served as a Business Development Officer and Trust Counsel.
For speaker bio and registration details, please click on the document link below.
Hope to see you December 11th!