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Manchester Capital Management’s Senior Wealth Managers, Brian Vogel and Morgan Roberts discuss how they help wealthy families make informed decisions about charitable giving and select the most suitable charitable giving structures. They assess the benefits of various options with a particular focus on donor-advised funds. Disclosures This material is solely for informational purposes and shall not constitute a recommendation or offer to sell or a solicitation to buy securities. The opinions expressed herein represent the current, good faith views of the speaker at the time of publication and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such. The information presented herein has been developed internally and/or obtained from sources believed to be reliable; however, neither the speaker(s) nor Manchester Capital Management guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions, and other information contained in this article are subject...
02.14.2023FEB. 14, 2023 — Manchester Capital is pleased to announce the addition of Christine Kaming Tomas as Managing Director and Head of Business Development and Client Engagement. Based in New York City, Christine brings more than 30 years of global investments and advisory experience to the Manchester Capital Management team. Prior to joining MCM, Christine worked in London and New York as a Managing Director and trusted client counselor at Goldman Sachs, JPMorgan, and, most recently, iSelect Fund Venture Capital. She has specialized in delivering customized strategies and solutions to family offices, business owners, institutional investors, and sovereign wealth funds. A bilingual Spanish speaker, Christine is also fluent in French and German and holds dual US and EU citizenship. She received her M.B.A. from the MIT Sloan School of Management in 1997 and her B.A. Magna cum Laude from Harvard College in 1992. Both a passionate client advocate and developer of talent, Christine has...