The 20 Rising Stars of Wealth Management - 2007 - (Page 18) 1 WADE MEADOWS 3 2 1 Director Citigroup Global Wealth Management, Baltimore Age: 44 Education: Washington and Lee University (B.S., Business Administration), University of South Florida (M.B.A.) Mentor(s): Bill Helms, former president, Bank of America Private Bank, presently head of Wealth Management, Compass Bank; Paul Hubert, global market manager for the Mid-Atlantic, Citigroup Private Bank Meadows joined Citigroup Private Bank in 2005 to launch the Baltimore office. He is responsible for investment management, trust and estate planning and risk management offerings. The office, with about $500 million in assets, targets real estate developers, financial sponsors and entrepreneurs with more than $25 million in assets. He previously was market executive for Bank of America Private Bank in Baltimore which had over $5 billion in assets. He oversaw BofA’s Delaware Trust Company. Before joining BofA in Baltimore in 2000, he held the same post with BofA in Greensboro, N.C. from 1995. Meadows is a Certified Financial Planner, Certified Trust and Financial Advisor, Chartered Financial Consultant and a Chartered Life Underwriter. He is on the Baltimore Estate Planning Council. He also is on the ABA Wealth Management and Trust Conference Advisory Board. Meadows participated in Money magazine's Money Summit and ABA's Wealth Management Roundtable and Wealth Advisor Needs Assessment Project. He was quoted most recently in The News Journal, Wilmington, this year. “We are in an industry that is becoming increasingly difficult to differentiate itself on products. One needs the right skills to balance providing intellectually stimulating advice with innovative product solutions and responsive client services to incorporate a dynamic business development process—at the same time.” 14 CAROL PEPPER 1 Founder and CEO Pepper International, New York Age: 45 Education: Bryn Mawr College (B.A., Philosophy and Russian Studies, Honors), Columbia University (M.B.A., Entrepreneurial Studies) Mentor(s): Tracy Gary, founder of Inspired Legacies; Elizabeth Colton, board chair, International Museum of Women Pepper founded this virtual multi-family office catering to international clients with more than $25 million in assets in 2001. She oversees investment management, estate and tax planning, philanthropy and consults on creating operations in the Middle East, Europe, the Bahamas and the U.S. She has over $100 million in assets under advisement. Pepper was a principal in Private Wealth Management at Morgan Stanley from 2000-2001 and designed a Web-based financial portal for UHNW clients. Before that, she worked two years at Manhattan-based Rockefeller & Co., as senior relationship manager and portfolio manager for approximately $1 billion in client assets. From 1997 to 1998, she was a relationship manager for Citigroup Private Bank. From 1995-1996 she was in charge of marketing and new business development at Credit Suisse Private Bank. She was v.p. at J.P. Morgan Private Bank from 1986-1994. She began her career in 1984 at Salomon Brothers, as a financial analyst in corporate finance. She was a speaker at the Private Banking Middle East conference in Dubai and the 4th Annual Family Business & Family Office European Conference in Luxembourg, both held last year. She is a board member for European Strategic Adviser and Family Office Network. “Families of wealth are becoming more global and more complex. The solution for the wealth management industry lies in partnering with an array of outsourced experts to create more holistic and satisfying solutions for families.” 18 WEALTH MANAGEMENT RISING STARS 0 92 0 92 AUGUST 2007
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