Kurz Charles
Chuck serves as Vice Chair of the Nevada Board of Directors of Willow Street, Interim President of the Nevada office, and as a member of the Nevada Distribution, Investment, and Trust Committees. He is a Managing Director at Pathstone. Before joining Pathstone, Chuck was a Managing Director and Head of Strategy, Operations, and Finance at […]
Combs Sue
As Deputy General Counsel, Sue is a member of Willow Street’s executive management team, advising the firm on legal matters and overseeing the firm’s attorneys as a leader on the Legal and Compliance team. She serves as an internal thought partner to Willow Street teams, providing legal guidance and support across all aspects of the […]
Mohnk Amanda
Amanda is a member of the executive management team and leads Willow Street’s Client Services, Client Operations, and Client Accounting teams. In addition to providing oversight and direction across these functions, she works directly with several client families. Amanda has extensive experience in client services, with a strong focus on operational efficiency and delivering an […]
Andrikopoulos Betty
Betty joined Willow Street in 2013. She is a member of the executive management team and serves on the Wyoming Board of Managers. She is also a member of the Board of Managers of Crestbridge Fiduciary, a strategic venture between Willow Street and Crestbridge Family Office Services. Betty works closely with new client relationships as […]
Harrington Phillip
Phil is Chairman and CEO of Willow Street, serving on both the Wyoming and Nevada boards. He joined the Wyoming board of Willow Street in 2016, taking on the role of CEO in 2018. He also serves as Chairman of the Wyoming State Banking Board. Phil has deep expertise in financial services regulation, risk management, […]
Overdyke Tricia
Tricia is a member of the executive management team and serves on the Wyoming Board of Managers. She is a member of the Investment Committee of Willow Street Trust Company of Wyoming, LLC. Tricia also leads key client relationships, serves on client investment committees and as a manager of private family trust companies, and works […]
Weaver Scott
As General Counsel and Chief Fiduciary Officer, Scott participates in the overall management of the firm, serves on the Wyoming Board of Managers, and advises the firm on legal matters. Scott also serves as Chief Fiduciary Officer for Pathstone and Chair of the Willow Street Trust Company of Wyoming, LLC Trust Committee. Scott is a […]
McIver Stewart
Stewart is a member of Willow Street’s executive management team and serves on the Investment Committee of Willow Street Trust Company of Wyoming, LLC. Stewart also serves as a primary point of contact for client families, sits on investment committees for private family trust companies, and works with full trustee engagements with responsibility for investment […]
Molnar Kea
Kea is a member of Willow Street’s executive management team and oversees the Client Strategy, Client Integration, Financial and Internal Control, and IT functions. She leads business and brand strategy, and works closely with new client relationships as families begin their engagement with the firm. Kea also serves as a board and investment/distribution committee member […]
Cabradilla Betsy
Betsy is a member of the executive management team and leads Willow Street’s Client Integration team. She also works directly with several client family relationships, serving as a director and officer for client private family trust companies (PTCs). Joining Willow Street in 2013, Betsy has significant experience in Client Services and Integration and deep expertise […]