Welcoming Pam Halter to Our Team!

We are pleased to announce that Pamela Halter, J.D., LL.M has joined the firm as Chief Fiduciary Officer.

Pam will oversee the administration of the firm’s trusts and estates, as well as assists clients with estate and tax planning matters.

She joins us from Rubin and Rudman where she was a partner working in their Trust and Estate practice. Pam was with Pabian and Russell, which was recently acquired by Rubin and Rudman, for over 10 years and oversaw a team of attorneys and paralegals advising clients on estate and tax planning goals and developing sophisticated estate plans.

Pam lives in Charlestown with her husband, young daughter, and rescue dog from Turks and Caicos (aptly named Caicos). In her free time, Pam enjoys being outside, particularly hiking.

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Welcome Faisal Butt to Our Team!

We are pleased to announce that Faisal Butt, CFA, FRM,  has joined the firm as a Senior Research Analyst/Assistant Portfolio Manager. Faisal assists in the portfolio management process in addition to providing in-depth fundamental analysis, thematic research and ESG analysis.
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Welcome Hong Chen to Our Team!

We are pleased to announce that Hong Chen, CPA has joined the firm as a tax manager. Hong will provide tax advice and prepare tax returns for individuals and fiduciaries as well as partnerships, corporations and private foundations.
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