Expertise:
Mr. Mahler's expertise is in cash management and overseeing staff.
Major Product/SVS:
Personal and Family Wealth Management, Estate, Tax and Trust Planning, Financial Advice, Asset Management for Companies and Trusts
Favorite Business Publication:
The Economist
Hobbies/Sports:
Swimming, Playing Tennis, Golfing, Skiing
Education Degrees:
Bachelor of Arts, Bowdoin College (1956); Coursework in International Finance, New York University (1960-1962)
Affiliations Awards:
National Association of Securities Dealers
Number Of Years In Profession:
51
Education Certifications:
Registered Investment Adviser