Wick Ruehling
Partner, Co-chief Fiduciary Officer, Trust & Estate Advisor @Equitable Trust
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WORK HISTORY
Partner, Co-chief Fiduciary Officer, Trust & Estate Advisor @Equitable Trust
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.
Washington and Lee University
Bachelor of Arts (B.A.)
SKILLS
ABOUT WICK RUEHLING
Partner, Co-Chief Fiduciary Officer, Trust & Estate Advisor
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