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BBH Creates New Trust Role To Drive Growth

Harriet Davies

30 June 2011

Brown Brothers Harriman has appointed Susan Porter as a senior advisor to support the firm’s wealth management and trust practices, a newly-created position to drive growth at the business.

Porter is a lawyer and was latterly a fiduciary expert at US Trust. While at US Trust, she managed several departments including estate and trust settlement, financial planning, closely-held business, and tax.

At BBH she will report directly to John Gehret, partner responsible for the BBH Trust Companies. Her responsibilities include advising clients on complex tax, estate, fiduciary, and charitable planning issues.

In related news, earlier this month BBH appointed Mark Egert as director of compliance for its investment management and markets lines of businesses, based at its New York office. Egert, who will also be the firm’s chief compliance officer for FINRA, replaces Beth Haddock, who is taking up a role in the firm’s office of the general counsel.

The firm, which oversees approximately $41.3 billion in assets for individuals and institutions, has three subsidiary trust companies including Brown Brothers Harriman Trust Company of Delaware, which also has an office in Philadelphia; Brown Brothers Harriman Trust Company, which is headquartered in New York and has offices in Boston, Charlotte and Chicago; and Brown Brothers Harriman Trust Company , which offers trust services to non-US clients of BBH.