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JBWere names head of philanthropic services

Reporter
— 1 minute read

Wealth management firm JBWere has appointed a new head of philanthropic services.

Shamal Dass who joined the firm in 2012 will lead the philanthropic services team, which is focused on providing specialist advice to non-profit organisations and private clients.

JBWere chief executive Justin Greiner said: “We are delighted to have someone of Shamal’s experience lead the philanthropic services team.”

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“Client needs are evolving and Shamal’s experience advising clients on their philanthropic structures – as well as building investment portfolios and managing trusts and foundations – will allow us to continue to grow our business to meet these changing needs.”

Commenting on his appointment, Mr Dass said: “We are committed to helping our clients achieve their mission by providing tailored strategic advice and exclusive development and capacity-building opportunities.”

JBWere’s philanthropic services team currently has approximately $2.8 billion in funds under management.

 

JBWere names head of philanthropic services
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