Robert Westley
Northern Trust
Greenwich,
Connecticut
Professional Profile
Call Me When
Tax, trust, estate, and wealth planning/management.
Professions
Accountant
Banker
Wealth Manager
Functional Expertise
Capital markets
Cash management
Charitable giving
Employee benefits
Estate planning
Family business
Strategic planning
Tax
Exit/Transition Planning
Business Focus
Wealth Management
Professional Certification
CPA, CFP, PFS
Client Industries
Business Services
Consumer Services
Financial Services
Health/Pharma/Biotech
Media and Entertainment
Real Estate/Construction
Tool Provider Relationships
FocusCFO
Chapter information
Membership
New York + Tri-State Emerging Professional
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