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Silver Bridge Advisors Continues to Grow in Challenging Market Environment

Mon. June 01, 2009; Posted: 08:51 AM
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BOSTON, Jun 01, 2009 (BUSINESS WIRE) -- UTC | Quote | Chart | News | PowerRating -- Silver Bridge Advisors (www.silverbridgeadvisors.com), an independent, objective wealth advisory boutique that provides thoughtful, integrated wealth management solutions, announces the appointment of Lynne Dombroski as Principal and Client Advisor. Dombroski joins Silver Bridge from U.S. Trust Bank of America, where she was a senior portfolio manager in the Private Wealth Management division.

As a Client Advisor at Silver Bridge, Dombroski will report to Stephen Prostano, President and Chief Operating Officer at Silver Bridge and Thomas Manning, Chief Investment Officer. She will be responsible for partnering with successful families to grow, manage, protect and transfer their assets. Working closely with her Silver Bridge colleagues and clients' external advisors, she is charged with providing thoughtful investment and wealth management solutions, incorporating each client's investment objectives with philanthropic, estate and tax planning strategies.

Dombroski is the latest addition in a series of strategic new hires for the growing firm. Deirdre Prescott, formerly with Lehman Brothers, joined Silver Bridge as Director of Client Development in November 2008. Allison Taff, former Senior Director at Fidelity Family Office Services, joined as Director of Family Office Services in March 2009.

"As the financial markets experienced upheaval, Silver Bridge was positioned to attract professionals who were re-evaluating what was best for their clients," says Prostano. "We have been investing heavily in the business, not only by bringing in talented and experienced professionals to Silver Bridge, but also by building out the firm's infrastructure, technology and reporting capabilities."

"Lynne is a well-respected investment professional in the Boston financial community," says Manning. "She cultivates solid, meaningful relationships with her clients, and we are pleased she has decided to join us."

At U.S. Trust, Dombroski was responsible for managing over $700 million in client assets and providing overall relationship management, financial planning, and investment consulting and management services to high-net-worth individuals, families and institutions. Before joining U.S. Trust, she was a portfolio manager in the Global Structured Products group of State Street Global Advisors, where she managed over $6 billion in institutional assets.

"I am deeply impressed with the quality of talent at Silver Bridge and value the firm's culture, which is dedicated to providing clients with the highest level of service," adds Dombroski. "Its legacy, combined with the entrepreneurial opportunity to participate in the future growth of the firm was a powerful draw for me."

Dombroski received her MBA with a concentration in Finance at the F.W. Olin School of Business at Babson College and her BS in Business Administration from Bryant College. She is a Chartered Financial Analyst and a Certified Trust Financial Analyst charterholder, and a member of the Boston Security Analyst Society.

About Silver Bridge Advisors

For more than 80 years, Silver Bridge Advisors and its predecessors have partnered with successful individuals and families to help them make sound decisions about their wealth. As an independent wealth management boutique with employee ownership, our advisors are completely aligned with our clients needs and offer objective, thoughtful advice and customized solutions that integrate each individual or family's investment, philanthropic, tax, and wealth transfer objectives. All investment advisory services are provided through Silver Bridge Capital Management, LLC, a registered investment advisor and affiliate of Silver Bridge Advisors, LLC. For more information about Silver Bridge Advisors, please visit us at http://www.silverbridgeadvisors.com.

Photos/Multimedia Gallery Available: http://www.businesswire.com/cgi-bin/mmg.cgi?eid=5975801&lang=en

SOURCE: Silver Bridge Advisors

Bishoff Communications 
Nancy Maida, 617-573-0076 
nmaida@bishoffcommunications.com
For full details for UTC click here.

    


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