BNY Mellon Wealth Management
Grace Russak is a Senior Client Strategist who works with a clientele of advisors and ultra high net worth individuals, families, foundations and not-for-profits. Over more than 30 years, she has built a practice focused on helping clients develop and execute a coordinated strategy for their investment, trusts & estates, business succession, philanthropic and family legacy goals. She has 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 West Coast 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 frequently speaks on topics related to wealth management, philanthropy and on topics relating to women.