New MD at Lazard Wealth Management

 In Lazard, wealth managers, Wealth Planning

Lazard Wealth Management, a subsidiary of Lazard Ltd (NYSE: LAZ) has announced that [private]Sharon L. Klein has joined the firm as a Managing Director and Head of Wealth Advisory, effective immediately. Ms. Klein will lead all aspects of Trust and Estate planning, including
related tax, philanthropic and intergenerational wealth transfer issues, for Lazard Wealth Management’s private clients. “Sharon is a highly respected wealth management professional, particularly in Trust and Estate planning, and we are delighted that she is joining us,” said Thad Shelly, Chief Executive Officer of Lazard Wealth Management. Mr. Shelly joined Lazard in June 2009, to lead its Wealth Management subsidiary in the U.S., an effort that builds on the firm’s current management of private client assets. Ms. Klein, who is based in New York, joins the firm from Fiduciary Trust Company International, where she was Senior Vice President, Trust Counsel and Director of Estate Advisement. She has worked as a advisor in the Trusts and Estates field for nearly 20 years.[/private]

Lazard, one of the world’s preeminent financial advisory and asset management firms, operates from 39 cities across 24 countries in North America, Europe, Asia, Australia, Central and South America. With origins dating back to 1848, the firm provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance, as well as asset management services to corporations, partnerships, institutions, governments and individuals.

Contact Us

Send us an email and we'll get back to you, asap.

Start typing and press Enter to search