OUR TEAM

PARK CITY FAMILY OFFICE OFFERS A TEAM OF HIGHLY-SPECIALIZED,
MULTIDISCIPLINARY PROFESSIONALS

Our team is led by our esteemed managing directors, Bruce Greenwald and Morgan Lemaitre. They act as consultants and problem solvers, overseeing all aspects of your financial wellness, bringing other specialists to the table as needed. Our highly-specialized multidisciplinary team of professionals work in harmony to support our clients’ unique needs; including everything from tax  specialists and attorneys, to life insurance specialists, and investment bankers. We partner with only the best in the business to ensure all of your needs are met.

Morgan Lemaitre

Morgan Lemaitre

Co-Founder 

Morgan is a founding partner and Managing Director of Park City Family Office.

Bruce white shirt_edited_edited.jpg

Bruce Greenwald

Co-Founder 

Bruce is a founding partner and Managing Director of Park City Family Office.

michelle-headshot.jpg

Michelle Hirsch

Risk Mitigation Specialist

Michelle is the a Risk Mitigation Specialist for the Brunswick Companies and provides her 15 years of experience to Park City Family Office clients.

Blake_edited.jpg

Blake Christian

Accounting & Tax

Blake has spent 40 years in the Tax & Accounting industry and is one of the country's leading authorities on Opportunity Zones. 

Jamie greenfield_edited.jpg

JAMIE GREENFIELD

Family Counsel & Life Care Specialist

Jamie is a licensed clinical social worker and nationally certified care manager. 

Mark Greenberg.jpg

Mark Greenberg

Insurance Planning Specialist

Coming Soon 

barbara-keller-headshot.jpg

Barbara Keller

Senior Living Specialist

Barbara is an attorney that focuses on Elder Law and Estate Planning. She is licensed to practice law in New York and Connecticut.

amanda-renea-hall-headshot.jpg

Amanda Renea Hall

Private Client Services 

Coming Soon 

0 high_edited.jpg

DAN WEINMANN

Investment Banking Specialist

Mr. Weinmann primarily responsible for managing mergers, acquisitions, financing & ESOP transactions.

Jessica Pic 2.jpg

Jessica Jensen

Executive Team Coordinator 

Coming Soon 

Park City Family Office has a comprehensive approach to family and entrepreneurial wealth management. Our team of experts come together holistically to seamlessly create a plan for your current and future financial security. With over 50 years of combined experience, our Managing Directors have helped countless families confidently fulfill their goals. Whether it is working through a business exit, finding the best stock portfolios for your family, pre and post liquidity events, or simply ensuring financial security for your future. We are committed to building a lasting legacy for you and your family. 

 

If you have any questions about the services Park City Family Office offers, we are pleased to answer them. We will be happy to walk you through the process of working with us, and how it can benefit you. Just give our office a call today!

  • Facebook
  • YouTube
  • LinkedIn
  • Instagram