Silvercrest Asset Management Announces New Partners

Key Promotions at Silvercrest Asset Management - Silvercrest Asset Management Group Inc announced the promotion of Kate Burns, Lorena Cardenas, Ted Moore, Judy Morrill, and Carolin Newland to Partner [1] - Each new partner has demonstrated exceptional work and dedication to the firm and its clients [2] Profiles of New Partners Kate Burns - Director and Portfolio Manager for families and individuals [2] - Joined Silvercrest in 2015 following the acquisition of Jamison, Eaton and Wood [2] - Over 25 years of investment experience, including portfolio management for institutional and individual investors, and securities analysis across asset classes [2] - Holds a BA from the University of Pennsylvania and an MBA from Drexel University [2] - Member of the CFA Institute and the New York Society of Security Analysts [2] Lorena Cardenas - Director and Compliance Officer [3] - Joined Silvercrest in 2018 from Anchorage Capital Group, L L C [3] - Over 14 years of investment advisory compliance experience [3] - Holds a BA in Political Science and Spanish American Literature from New York University [3] Ted Moore - Director and Portfolio Manager for families, individuals, and institutions [4] - Works closely with clients and assists with research coverage responsibilities for Silvercrest's external investments [4] - Previously an Associate Portfolio Manager at AllianceBernstein LP [4] - Holds a BS in Business Administration from Washington & Lee University [4] - Member of the Board of Trustees and the Finance Committee for the Children's Museum of Richmond [4] Judy Morrill - Managing Director and Portfolio Manager for families and individuals [5] - Over 35 years of investment experience [5] - Previously a Managing Director and Senior Portfolio Manager at Highmount Capital [5] - Holds an MBA in Finance from New York University Stern School of Business and a BA in Political Science and French from Hollins University [5] - Former member of the Board of Trustees and President of the Hollins University Alumnae Association [5] Carolin Newland - Director and Portfolio Manager for families and individuals [6] - Previously worked with ultra-high-net-worth individuals and families at Oppenheimer & Co Inc [6] - Holds a Bachelor of Business Administration in International Business and Finance from Berkeley College [6] - Earned a certification in International Finance from Lund University [6] - CFA charterholder and member of the CFA Institute [6] About Silvercrest Asset Management - Founded in April 2002 as an independent, employee-owned registered investment adviser [8] - Provides traditional and alternative investment advisory and family office services to wealthy families and select institutional investors [8] - Offices located in New York, Boston, Virginia, Atlanta, New Jersey, California, and Wisconsin [8] - Reported assets under management of $35 1 billion as of September 30, 2024 [8]