Heather is a Partner and Head of Trust Services on our Client Solutions team. Prior to joining Corient, Heather was a Managing Director, COO and CCO at legacy firm RGT Wealth Advisors (RGT). She also served on their Management Committee, among other firm governance committees. Heather has spent the last 25+ years advising high net worth individuals and family offices on estate, gift and income tax planning matters, as well as complex legal, compliance and operational matters. Prior to RGT, she served as head of Specialized Trust Services at BBVA USA. She is a Trust and Estate Attorney by training and a member of the Texas, Connecticut, and Maine Bar Associations. Heather was instrumental in building the Trust Solution for Corient.
Heather received her bachelor’s degree in political science from Union College, summa cum laude and Phi Beta Kappa, and her Juris Doctor degree from Northeastern University School of Law.