| |  | Silvercrest's Family Office Services team can handle all aspects of income tax preparation and filing for clients who wish to consolidate this function with their investment management. Each client works with an individual income tax specialist who in turn works with the client's Silvercrest portfolio manager to assure that information is carefully coordinated. Silvercrest's financial planning expertise is offered to all of its clients interested in receiving new ideas that could be incorporated into the management of their investments.
|  | | G. David Hamar, Jr., J.D., CPA, joined Silvercrest as a Managing Director as a result of Heritage Financial Management's merger into Silvercrest Asset Management. Mr. Hamar previously served as President and Managing Director of Hamar Capital, Limited which merged with Heritage Financial Management in January 2001. Mr. Hamar was also associated with the tax department of Price Waterhouse in Norfolk, Virginia, and was a practicing tax associate with major law firms in New York, the District of Columbia, and Virginia. Mr. Hamar is a graduate of the University of Virginia School of Law (J.D.) and Old Dominion University (B.S. Business Administration). |
|  | | Cathy A. Jameson joined Silvercrest as a Managing Director and portfolio manager of fixed income portfolios and serves as Chair of the firm's Fixed Income Investment Policy Committee. Prior to Silvercrest, Ms. Jameson was a Managing Director at Credit Suisse Asset Management (CSAM) where she managed equity and fixed income portfolios. She arrived at (CSAM) as a result of that firm's merger with Donaldson, Lufkin & Jenrette (DLJ), where she had worked since 1978 as a Senior Portfolio Manager and Director of Fixed Income investments. Previously, Ms. Jameson worked for the American Field Service. She holds a B.A. in Latin American Area Studies from Denison University and is fluent in Portuguese. |
|  | | Allen J. Laufer, CPA, is a Managing Director and director of financial planning. Prior to Silvercrest, Mr. Laufer was a Vice President at Credit Suisse Asset Management, where he served in a similar capacity. He arrived at Credit Suisse as a result of that firm's merger with Donaldson, Lufkin & Jenrette (DLJ), where he had worked since 1997. Previously, he was a senior manager both at Arthur Andersen and Ernst & Young. Mr. Laufer holds a B.S. in Accounting from New York University and an M.S. in Taxation from Baruch College, City University of New York. |
|  | | Albert S. Messina joined Silvercrest as a Managing Director and portfolio manager of equity and fixed income portfolios. In addition, he supervises Silvercrest's tax, financial planning and family office services. Prior to Silvercrest, Mr. Messina was a Managing Director at Credit Suisse Asset Management, where he served in a similar capacity. He arrived at Credit Suisse as a result of that firm's merger with Donaldson, Lufkin & Jenrette (DLJ), where he had worked since 1983. Previously, he spent 14 years with Bankers Trust Company, where he advised private clients and oversaw the fiduciary department's Tax Services Division. Mr. Messina holds a B.A. in Economics from Brooklyn College. |
| | |
