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