Presenter

Wally Head

Principal and Vice Chairman, Gresham Partners, LLC

Wally leads Gresham’s strategic initiatives to grow the business and raise the firm’s national visibility, and serves as a senior advisor to families and their related entities. Wally draws on over 30 years of experience serving as a senior executive in trust, investment, wealth management and family office advisory firms, and as a personal fiduciary advisor to wealthy individuals and families. As the founder of Personal Fiduciary Advisors, LLC (“PFA”), now a subsidiary of Gresham, Wally provided unconflicted consulting services to banks, family offices, RIAs and wealthy families.Prior to establishing PFA, Wally was chief executive officer of wealth management at The PrivateBank and Trust Company, where he also served as a member of the Bank’s executive committee, a member of its board of directors, and chairman of its trust committee. Previously, Wally was president of Family Office Exchange, LLC, a managing director of Sanford C. Bernstein & Co., and a tax partner and national director with Arthur Andersen & Co.

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