Speaker: Grace Russak, CTFA, TEP,
BNY MELLON WEALTH MANAGEMENT
Topic: Charitable Gift Planning for Generation X
Grace Russak is a Senior Director who works with a clientele of very high net worth individuals, families, foundations and not-for-profits. Over more than 30 years, she has built a practice focused on bringing carefully tailored solutions to her clients’ investment, trusts and estates and strategic philanthropy concerns and needs.
Prior to joining the firm in 2012, Grace spent over 15 years in senior management and client relationship roles at a private trust company. She also has extensive experience in the international art auction industry, including serving as the Regional Manager for the Western US for Sotheby’s, as well as their Global Head of Latin American business and operations.
Grace received an A.B. in History from Smith College and an M.B.A in Strategy from the Claremont Graduate University. She is a graduate of the Cannon Trust School, and holds the CTFA and TEP designations. Grace is a member of the Los Angeles and Beverly Hills Estate Planning Councils, of STEP, and of the Los Angeles Chapter of the Council of Gift Planning. She is on the Board of Five Acres as well as a founding board member of the Pasadena Literary Alliance. She frequently speaks on topics related to wealth management and philanthropy and then on topics relating to women. Grace was born and raised abroad and is fluent in both Spanish and French.