Strategy

US Fiduciary Establishes in Northern Virginia

Stephen Harris 21 November 2006

US Fiduciary Establishes in Northern Virginia

US Fiduciary, a boutique financial services firm focused on serving high-end investment advisors and their high net worth and institutional ...

US Fiduciary, a boutique financial services firm focused on serving high-end investment advisors and their high net worth and institutional clients in the US, has announced that John Wolff will establish its first office in the Northern Virginia/Washington DC area. Mr Wolff joins US Fiduciary from Wealth & Tax Advisory Services, a member of HSBC Group. Brian Ullsperger, also formerly of Wealth & Tax Advisory Services, will join Mr Wolff as managing director of investment consulting. Melissa Okrasinski joins the team from Merrill Lynch as the associate director of investment consulting.

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