Wallace Head Location
South Carolina, United States
Wallace Head Work
- 2019 - now Founding Board Member @ The UHNW Institute
- 2010 - now Founder and Principal @ Personal Fiduciary Advisors, LLC
- 2012 - 2021 Vice Chairman and Principal @ Gresham Partners, LLC
- 2005 - 2010 Executive Managing Director and Chief Executive Officer of Wealth Management @ The Private Bank and Trust Company
- 2001 - 2004 Co-Owner, President and Chief Operating Officer @ Family Office Exchange, LLC
- 1999 - 2001 Senior Vice President and CEO of Private Client Services @ Strong Capital Management, Inc
- 1992 - 1999 Managing Director and Head of Chicago Office @ Sanford C. Bernstein & Co.
- 1983 - 1992 Tax Partner and National Director of Individual Tax and Financial Advisory Services @ Arthur Andersen & Co
- 1980 - 1983 Co-Owner and President @ Head/Ellerman, Inc.
- 1976 - 1980 Second Vice President @ Continental Illinois National Bank & Trust Company
Wallace Head Education
- University of Missouri-Columbia School of Law
Doctor of Law (J.D.)
1973 - 1976 - University of Missouri Trulaske College of Business
MBA
1972 - 1973 - Westminster College (MO)
Bachelor of Arts (B.A.) (Political Science)
1968 - 1972
Wallace Head Skills
- Financial Advisory
- Banking
- Financial Planners
- Executive Management
- Tax
- Portfolio Management
- Capital Markets
- Investments
- Financial Risk
- Financial Services
Wallace Head Summary
Wallace Head, based in South Carolina, United States, is currently a Founder and Principal at Personal Fiduciary Advisors, LLC. Wallace Head brings experience from previous roles at The UHNW Institute, Gresham Partners, LLC, The Private Bank and Trust Company and Family Office Exchange, LLC. Wallace Head holds a 1973 - 1976 Doctor of Law (J.D.) @ University of Missouri-Columbia School of Law. With a robust skill set that includes Financial Advisory, Banking, Financial Planners, Executive Management, Tax and more. Wallace Head has 3 emails and 1 mobile phone numbers on RocketReach.
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