Douglass Winthrop Advisors, an SEC-registered investment advisor managing $6.3 billion in assets for individuals, families, trusts, and endowments, announced that Keith Ardizzone has joined the firm as senior managing director on its wealth management team. Ardizzone is based in New York.
Before joining Douglass Winthrop, Ardizzone was a senior managing director for Northern Trust Corporation, where he worked for 17 years. There, he led a team of professionals in providing comprehensive, holistic wealth management services for individuals and families, encompassing financial planning, wealth transfer, and complex family governance needs.
His extensive experience includes 18 years at US Trust, where he served as a managing director in the wealth management group, focusing on advising high-net-worth clients. He began his career at PwC as a personal income tax associate, cultivating the technical expertise that is now foundational to his advisory work.
KEY QUOTE:
“We are thrilled to welcome Keith to Douglass Winthrop Advisors. Keith’s experience working with multi-generational families and trusts aligns perfectly with our strategic focus. Having worked with Keith in the past, I am confident he will enhance our ability to advise clients and be a valued member of our team.”
Lea Paine Highet, CFP, managing partner