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Silver Bridge Names Allison Taff Director of Strategic Planning


News provided by

Silver Bridge

Jun 23, 2011, 08:00 ET

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BOSTON, June 23, 2011 /PRNewswire/ -- Silver Bridge, an independent wealth management firm, today announced that Allison Taff will assume a broader role within the firm as Director of Strategic Planning. Ms. Taff was most recently Director of Family Office Partners at Silver Bridge.

"This move is a critical step in the evolution of our firm and a further demonstration of our commitment to deliver the most innovative solutions every day to our clients," commented Steve Prostano, Chief Executive Officer of Silver Bridge.  He continued, "Success comes from bringing timely and effective ideas and planning techniques, products and services to the table in a constantly changing, complex environment."

Silver Bridge is capitalizing on its recent growth by launching initiatives that enhance its offering to clients, including an expanded set of family office services, technology, educational opportunities, investments, trust and philanthropic services.  These efforts demand having someone in place dedicated to strategic planning and the client experience.  As Director of Strategic Planning, Ms. Taff will bring her extensive industry experience across many of these disciplines to this process.

As a firm, Silver Bridge is focused on staying ahead of the curve, factoring in the impact of the financial markets, the global economy and regulatory changes when advising clients.  This includes best of breed services and advice.  For services it does not deliver directly, the firm has an extensive network of alliance partners and managing the process to select them is an important aspect of Ms. Taff's role.

"Our overarching goal at Silver Bridge is to always exceed our clients' expectations, and in today's complex world that demands increased focus on planning, coupled with flawless execution and delivery," said Allison Taff.  "Our dedication to client service was recognized when Silver Bridge won Private Asset Management's 2011 Best Private Wealth Manager, Overall Client Service, Under $5 Billion Award.  As Director of Strategic Planning it is my personal goal to ensure that we maintain the highest standard of service for our clients."

About Silver Bridge

Silver Bridge is an independent wealth management firm with over $3 billion in assets under advisement. For more than 80 years, Silver Bridge has focused on helping individuals and families realize their financial goals and aspirations. The Firm offers objective, thoughtful advice and customized solutions that are aligned with each client's investment, philanthropic, tax, and wealth transfer objectives. All investment advisory services are provided through Silver Bridge Capital Management, LLC, a registered investment adviser and affiliate of Silver Bridge Advisors, LLC. For more information about Silver Bridge, visit http://www.silverbridgeadvisors.com.

Media Contact:
Kellie Walsh
914-315-6072
[email protected]

SOURCE Silver Bridge

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