As Senior Wealth Strategist, Mr. West works with clients in designing and implementing trust and wealth strategies. In addition, he is a member of Perspecta Trust’s investment committee and provides client families with financial, tax, trust administration and estate planning services.
Mr. West is a 30 year veteran of the wealth management industry. Prior to joining Perspecta, he served for 13 years as Executive Director for the single family office of a prominent Boston family. Previously, he worked with a multi-family office and headed a specialist investment advisor serving high net worth clients for over a decade. He practiced law at Ropes & Gray in Boston early in his career, which began at J.P. Morgan’s Trust & Investment division in New York.
Mr. West received his BA from Harvard College and JD from Harvard Law School and is a member of the Society of Trust and Estate Practitioners.