Bringing you live news and features since 2006 

Perspecta Trust hires new senior wealth strategist

RELATED TOPICS​

Perspecta Trust has appointed R Angus West as a Senior Wealth Strategist to work in the firm’s Hampton, New Hampshire headquarters.

West is a graduate of Harvard College and began his career as an investment analyst at JP Morgan.  Following his time at JP Morgan, West earned his JD degree at the Harvard Law School, where upon graduation, he joined the Boston-based law firm Ropes and Gray. Leveraging his legal background, and over the past twenty-five years, West turned to advising high net worth families in the areas of investment management, tax and estate planning. Most recently, West had been retained by the Cabot-Wellington family office, acting as the organisation’s Executive Director and Chief Investment Officer, where he held those roles for over a decade. 
 
In his new capacity as Senior Wealth Strategist, West will focus his efforts on educating ultra-high net worth families and industry practitioners in the Boston area of the significant flexibility and tax benefits afforded under New Hampshire trust law.  While few realise that families do not have to be a resident, or even own property in New Hampshire to take advantage of these benefits, it will be West’s mandate to ensure that the firm’s target audience is made aware of their options, as well as what they have been foregoing unnecessarily in the past.
 
Perspecta Trust’s President, Scott Baker, says: “We are honoured to have such an industry veteran join our ranks, as finding someone of Angus’ caliber and knowledge is truly akin to finding a needle in a haystack”.  
 
Paul Montrone, Perspecta’s Chairman and CEO adds, “Our clients require and deserve the brightest minds in the business, and having Angus on our team allows us to continue to offer just that.  We strive to deliver the best client experience in the industry, and adding talent such as Angus further affords us the ability to accomplish that goal.” 

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by