BBH Private Banking Announces New Head of Family Solutions Team

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NEW YORK–(BUSINESS WIRE)–Brown Brothers Harriman & Co. (BBH) is pleased to announce that Tricia Levin has joined the firm as the Head of Family Office Solutions. Tricia will lead a new, cross-regional, Family Office Solutions team that provides the comprehensive, multifaceted services required by sophisticated, wealthy families.

BBH Private Banking has been providing family office and wealth planning solutions to its clients for decades, this team, under Tricia’s leadership, will bring together a group of professionals to provide comprehensive solutions for clients including income tax planning, philanthropic advisory and private foundation administration, cash flow and entity management, and administrative services (such as bill pay, consolidated reporting, and capital call administration).

As Head of Family Office Solutions, Tricia Levin will leverage and coordinate resources from across the firm, as well as build out areas of the existing practice, and hire additional talent, to provide operational ease and relationship excellence to BBH Private Banking clients in the delivery of the full suite of family office solutions. Tricia brings extensive experience in tax and financial planning to her role. Prior to joining BBH in 2023, she was a Managing Director of Client Service at Geller Advisors and a Partner at Deloitte Tax.

“The addition of Tricia will make our Family Office Solutions suite of services even more impactful and accessible to our clients,” said Kathryn George, Partner of BBH. “Every individual, family, business owner, and institution has unique challenges, and our job is to act as a trusted advisor and solve those challenges in a bespoke and holistic way.”

“I’m excited to join and lead this cross-functional team to address the unique and complex needs of our clients,” said Tricia Levin, Managing Director. “We take a customized approach to solving for the needs of our clients, harnessing our knowledge and deep expertise to provide a comprehensive suite of services.”

About BBH Private Banking

BBH Private Banking’s singular focus is helping our clients achieve their vision of success for their families, wealth, and businesses. We seek to build long-term relationships with each client on a foundation of trust, leveraging our perspective and experience as an investor, advisor, and capital provider for over 200 years to help clients accomplish their goals. We serve individuals, families, businesses, and institutions, offering Multi-Family Office, Corporate Advisory & Banking, Private Equity and Endowment & Foundation Management solutions. For more information, please visit www.bbh.com.

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Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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