Wealth Advisor Advisory Board

Michael Cole

 

Michael Cole
Ascent Private Capital Management

Michael is responsible for setting the strategic direction and overseeing all aspects of the ultra high net worth business for U.S. Bank’s Ultra High Net Worth Group, which provides sophisticated wealth management advice and strategies to families and individuals with $25 million or more in investable assets.

 

Patricia M. Soldano
GenSpring Family Offices, California

Patricia has spent more than 25 years managing family offices and established family offices for the Brown family of California, the Plimpton family of New Jersey, and the Field family of Illinois. She developed Cymric Family Office Services into a multi-family office, which GenSpring Family Offices acquired in 2009.

 

Leslie C. Voth
Pitcairn

Leslie is responsible for overall corporate planning and strategic growth and continues to oversee all client relationships. She has played a key role in Pitcairn’s growth, spearheading development and implementation of an industry-leading open architecture investment platform and developing a total wealth management strategy that is now utilized by the firm’s clients.