Gresham Partners founder and chairman Ben Beavers said that adding Wally to their team greatly enhances Gresham’s ability to deliver the best integrated investment management and wealth planning services to families.
He has worked with numerous wealthy individuals and families and assisted them in investment, estate planning, tax, governance, trust administration and other fiduciary issues.
Prior to joining Gresham, Head worked at Personal Fiduciary Advisors, where he provided consulting services to banks, family offices, RIAs and wealthy families.
Before PFA, Head was Executive Managing Director and CEO 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, Head was President of Family Office Exchange, a Managing Director of Sanford C. Bernstein & Co. and a Tax Partner and National Director with Arthur Andersen & Co.
He currently serves as Vice-Chairman of Westminster College’s Board of Trustees and as Vice-Chairman of the Board of Trustees for the John G. Shedd Aquarium in Chicago.
