PARK CITY FAMILY OFFICE - Key Persons
Barbara is an attorney that focuses on Elder Law and Estate Planning. She is licensed to practice law in New York and Connecticut.
Blake has spent 40 years in the Tax & Accounting industry and is one of the country's leading authorities on Opportunity Zones.
Job Titles:
- Co - Founder
- Founding Partner
- Managing Director
Bruce is a founding partner and Managing Director of Park City Family Office.
Job Titles:
- Investment Banking Specialist
Job Titles:
- Clinical Social Worker
- Family Counsel & Life Care Specialist
Jamie is a licensed clinical social worker and nationally certified care manager.
Job Titles:
- Executive Team Coordinator
Job Titles:
- Insurance Planning Specialist
Job Titles:
- Risk Mitigation Specialist
Michelle is the a Risk Mitigation Specialist for the Brunswick Companies and provides her 15 years of experience to Park City Family Office clients.
Job Titles:
- Co - Founder
- Founding Partner
- Managing Director
Morgan is a founding partner and Managing Director of Park City Family Office.