Wick Ruehling
Partner, Co-Chief Fiduciary Officer, Trust & Estate Advisor
- Role
- Partner, Co-chief Fiduciary Officer, Trust & Estate Advisor at Equitable Trust
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
Experience
Partner, Co-chief Fiduciary Officer, Trust & Estate Advisor
Oct 2013 — Present
Equitable Trust stands as a recognized leader in trust and investment services. Families and institutions entrust more than $6 billion in assets to its professionals for investment management, estate planning, and trust administration. Specifically, we focus on three main areas of financial and fiduciary services:Asset Management- Asset Allocation- Portfolio Management- Third Party Manager Evaluation and Selection- Individual Stock Selection- Institutional Consulting: 401(k), Endowment, Foundation Trust Services- Trust Administration- Directed Trusts- Estate Settlement- Real Estate AdministrationPlanning- Estate- Retirement- Education Funding- Charitable Giving- Family Office Services
Education
University of Kentucky J. David Rosenberg College of Law
J.D.
2005 — 2008
Washington and Lee University
Bachelor of Arts (B.A.)
1999 — 2003
Skills
- Wealth Management
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Trust Services
- Financial Analysis
- Asset Management
- Investments
- Portfolio Management
- Finance
- Trusts
- Securities
- Estate Planning
- Investment Management
- Wealth Management Services
- Financial Planning
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