Curated Wealth Partners, a leading multi-family office and investment management firm catering to ultra-high-net-worth clients, has announced the appointment of Nellie Keyhani as its new Director of Client Advisory. With nearly two decades of experience, Ms. Keyhani brings valuable expertise in wealth management, estate planning, and family governance to the firm.
- A New Chapter for Curated Wealth Partners
- CEO Lee Hutter expresses excitement over Ms. Keyhani’s appointment, noting her proven leadership in the ultra-high-net-worth space and the exceptional value she brings to the team.
- The addition of Ms. Keyhani reflects Curated Wealth Partners’ ongoing commitment to scaling its platform and providing client-centered, strategic advice.
- Ms. Keyhani’s Experience and Background
- Ms. Keyhani joins from ICONIQ Capital, where she specialized in wealth management, private investing, and family office operations for globally influential entrepreneurs.
- She previously spent nearly 14 years at Whittier Trust Company, where she gained expertise in estate planning coordination, family governance, and multi-generational family office solutions.
- Focus on Client-Centered Advisory
- Ms. Keyhani’s role will involve offering strategic guidance to high-net-worth individuals and families, further enhancing the firm’s commitment to providing thoughtful and personalized advice.
- Her leadership will help deepen Curated Wealth Partners’ ability to navigate complex wealth challenges for its elite clientele.
- Ms. Keyhani’s Vision for the Firm
- Ms. Keyhani expresses her excitement about joining Curated Wealth Partners at a pivotal time, with the firm experiencing strong momentum and growth.
- She is drawn to the firm’s culture of trust, excellence, and meaningful relationships, aligning with her commitment to delivering exceptional service to clients.
- Educational and Community Involvement
- Ms. Keyhani holds an MBA from the University of San Francisco and a bachelor’s degree from San Francisco State University.
- She is also actively involved in charitable work, with a focus on empowering women and advocating for more equitable workplaces in the greater Los Angeles area.
Nellie Keyhani’s appointment as Director of Client Advisory further strengthens Curated Wealth Partners’ leadership team. With her expertise and focus on providing exceptional, client-centered service, Ms. Keyhani is poised to play a key role in advancing the firm’s mission to help ultra-high-net-worth families navigate their complex financial journeys.
