Team
Our team has extensive experience working with wealthy families. Their guidance and expertise helps anticipate your needs and provide customized solutions.
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Matt Warlick, CFA®, CFP®
Senior Wealth Strategist & Senior Trust Officer
(978) 806-2171
mwarlick@1911trust.com -
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Michelle MacIntyre, CAMS, CBISO
Compliance Director, BSA, OFAC & IS Officer
(978) 631-3192
mmacintyre@1911trust.com -
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Lei Qin, CFA®, CFP®, FRM, CAIA
Director of Equity Research and Portfolio Management
(978) 662-9490
lqin@1911trust.com -
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Board of Directors
- David Ayer, Chairman
- Jamie Totten
- Neil Ayer
- Anne Ayer
- Laura Ladd
- Marianne Young
- Kevin Kavanaugh