MODERATOR

Jayne Hartley, Director, Private Wealth Advisor, Private Wealth Management, Union Bank

Jayne Hartley is a Director and Private Wealth Advisor for The Private Bank. In this role, she partners with a team of specialists in wealth planning, investments, risk management, trust and estate services, and banking. Jayne works with high net worth clients to help them build, sustain, and transfer wealth based on their unique priorities.

The Private Bank is an exclusive part of Union Bank® dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The Private Bank is built around teams of wealth management professionals who provide consultative relationships focused on the client’s unique goals and dreams.

Jayne joined Union Bank in 2013 and has over 16 years of experience in the financial services industry. Prior to that she practiced as an estate planning attorney for 15 years. As an attorney in private practice, Jayne regularly designed and implemented estate plans, handled guardianships, probate, and estate administration, and worked with closely held businesses.

Jayne received her Bachelor of Business with a major in Accounting from Western Illinois University, and earned her law degree from University of Houston Law School. Additionally, Jayne holds her California Life Insurance license.

Jayne resides in the East Bay with her husband and two wonderful rescue dogs, Boris and Cupcake.

 

PANELISTS

 

Elaine Martyn, VP & Managing Director, Private Donor Group, Fidelity Charitable®

Elaine Martyn has dedicated her career to the pursuit of justice, health, and dignity for all through strategic advocacy, policy, fundraising, and grantmaking in the US, Europe, Asia, and the United Kingdom. She has been a lifelong advocate for refugees, immigrants, medical education and women’s economic empowerment and rights, and has a passion for the arts. Elaine serves as Vice President and Managing Director for the Private Donor Group at Fidelity Charitable®, an independent public charity that has helped donors support more than 240,000 nonprofit organizations with over $35 billion in grants since inception in 1991. Elaine is passionate about family philanthropy, impact investing, international grant-making and values-based giving, and oversees a philanthropic strategies team who support donors make over $5 billion in annual grants.

Ms. Martyn previously served as vice president of development at Global Fund for Women and leverages her experiences in executive roles at Refugees International, King’s College London, the British Medical Association, and Dana-Farber Cancer Institute/Harvard Medical School to formulate strategies which help ultra-high net worth donors achieve their family and philanthropic goals.

Ms. Martyn double majored in medical studies and English literature and communications at Gannon University, and has a Master’s degree in Victorian literature from the University of Leeds. In 2013, she was appointed as a special international advisor to the U.S. State Department's Under Secretary of Public Affairs and Public Diplomacy. One of Fortune’s Most Powerful Women Next Gen 2018, she was named one of Save the Children’s Centenary Changemakers for Children in 2019. She has published on topics including equal opportunities, medical education, mentorship and philanthropy. She serves on the advisory boards of Prosperity Catalyst, New England International Donors, North Carolina Women United, and Partners in Health.

 

Susan Mazzetti, CPFA, CRPC®, Vice President, Senior Financial Advisor, Merrill Lynch Wealth Management

Sue is a Senior Financial Advisor with The Barry & Milligan Group of Merrill Lynch, a team of 8 financial professionals who have more than 150 years of combined experience helping corporate executives, business owners, entrepreneurs and professionals with complex circumstances reach their financial goals. Sue serves as a client relationship manager focused on developing strategies and advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives. She works closely with her client's full team of advisors, including attorneys, accountants and other advisors, to provide a coordinated approach to wealth management, including wealth transfer, tax minimization and estate planning services.

Prior to joining Merrill Lynch, Sue worked for nearly 10 years as a CPA in the International Capital Markets Practice for Ernst & Young. In this role, she provided risk management assurance and advisory services to global financial institutions.

Sue holds a Chartered Retirement Planning Counselor, (CRPC®) and Certified Plan Fiduciary Advisor (CPFA) designations, a Masters in Business Administration from Columbia University, as well as a Bachelor's degree in Accounting from Boston College. She currently serves on the Board of the Financial Women of San Francisco organization.

Sue lives in the East Bay with her husband and three teenage children. On the weekends, she can be found on the lacrosse or soccer field, swimming pool deck or basketball court, watching her busy kids' sporting events.

 

Leslie Miller, Financial Advisor and Owner, Miller Pacific Financial Advisors

Leslie Miller is a financial advisor and investment professional, and an engaged leader in her community. She is principal of Miller Pacific Financial Advisors, an independent firm, where she manages investments and provides financial planning for individuals, families and small businesses throughout Northern California. Her fee-only investment advisory services are offered through Integrated Advisors Network LLC, a SEC Registered Investment Advisor (RIA). 

Leslie earned BAs in economics and international relations from UC Davis; an MBA in Finance from Southern Methodist University; and a Master of International Management from American Graduate School of International Management. Her career includes leadership roles at Northern Trust, Morgan Stanley and Industrial Indemnity Financial Corp., and overseas projects in Costa Rica, Guatemala, London and Canada.

Leslie is a past president of Financial Women of San Francisco. She is a co-founder of our Financial Woman of the Year event which has raised over $2.6 million for scholarships for women studying for careers in finance. Currently, Leslie serves on the board of Girl Scouts of Northern California, which delivers programs to over 40,000 girls and more than 3800 volunteer-led troops across 19 counties. She is committed to its mission of building girls of courage, confidence and character, who make the world a better place. Leslie raised her daughter, now a medical doctor, to understand finance by bringing her to FWSF meetings!

Margaret Reid, VP, Senior Portfolio Manager, The Private Bank at Union Bank

Margaret Reid is a Vice President and Portfolio Manager at The Private Bank. Margaret manages investment portfolios on behalf of high-net-worth clients, trusts, foundations, and non-profit organizations. She works with a team of specialists in The Private Bank, an exclusive part of Union Bank®, providing wealth planning, investments, risk management, trust and estate services, and banking advice to clients and advisors. She is also a member of the Asset Allocation Committee at HighMark Capital Management, an investment advisory subsidiary of MUFG Union Bank, N.A.

Margaret joined Union Bank in 2013 and began her career in the investment industry in 2000 at Piper Jaffray. Prior to her current role at The Private Bank, Margaret served as an Assistant Portfolio Manager during her seven years at Allianz Global Investors on their U.S. Large Cap Growth team. Margaret leverages her years of experience with a focus on providing investment management solutions tailored specifically to her clients’ goals. Margaret has a Bachelor of Arts from California State University, Sacramento and is a CFA® charterholder since 2012. She is an active member of the CFA Society of San Francisco, having previously co-chaired their Women’s Initiative Network (WIN). She currently serves on the CFA Society of San Francisco’s Board of Directors.

 

Sabrina Ho Stimel, Tax Partner, KPMG LLP

Sabrina Ho Stimel is a tax partner in KPMG's Business Tax Services practice in the San Francisco office, specializing in providing tax compliance and consulting services to ultra-high-net-worth individuals, family offices, and closely-held businesses. She has 18 years of experience in advising founders in the private equity, venture capital, hedge, and real estate fund space.

Sabrina specializes in a wide array of complex individual, trust, estate, gift, and private foundation tax matters, with a special focus and expertise in California state tax issues. Her experience includes:

• Providing estate tax planning advice and liaising with the client's counsel to properly execute their estate plan.
• Advising on the structure of closely held businesses and management companies to minimize taxes.
• Income tax planning on personal financial transactions, such as the sale of a personal residence or rental real estate property, purchase of or gifting of a private jet or yacht, and the individual acquisition or sale of companies for investment.
• Assisting with charitable planning through the use of gifting vehicles, such as charitable trusts, private foundations, and donor-advised funds.
• Cash flow planning through collaboration with the client's investment adviser throughout the year.

Sabrina has built a wealth of knowledge and experience in high-net-worth individual taxation during her career in public accounting. Her specialization in the high-net-worth space began at Arthur Andersen before moving on to WTAS Inc. (now Andersen Tax LLC), and eventually Deloitte. Prior to joining KPMG US, Sabrina was a tax principal at Rothstein Kass. Along with her detailed knowledge of tax issues, Sabrina brings a client-focused approach, engaging with her clients to navigate the complexities of high-net-worth individual tax issues.