Firm Enhances Investment Management and Estate Planning Capabilities for Complex Client Needs

RADNOR, Pa.: Nordwand Capital, a $4 billion multifamily office and registered investment advisor (RIA), today announced the addition of Patrick J. McGinnis Jr., as Managing Director and Financial Advisor. Mr. McGinnis joins Nordwand to strengthen the firm’s investment and estate planning capabilities, supporting its strategic growth into new client markets.

Mr. McGinnis brings more than two decades of experience managing equity portfolios and advising high-net-worth families on complex wealth strategies. Prior to joining Nordwand, he served as a Senior Portfolio Manager at Fiduciary Trust managing $300 million in assets, where he specialized in customized investment management and estate planning solutions for wealthy individuals and families.

"Pat’s experience in equity investing and multigenerational planning aligns perfectly with Nordwand’s client-first mission," said Jim Martin, CEO of Nordwand Capital. "His mentality and independence in seeking the best solution for his clients couldn’t be a better fit with the personalization that defines our approach," added Ted Brooks, Chief Investment Strategist of Nordwand Capital.

Based in Nordwand's headquarters in Radnor, Pa., Mr. McGinnis will work closely with Nordwand’s advisory and investment teams to deliver customized strategies for clients facing a complex array of investment and family goals.

With Mr. McGinnis’s addition, Nordwand Capital now includes five senior advisors and ten total staff members.

Nordwand is a member of the Dynasty Network, powered by Dynasty Financial Partners’ integrated wealth management platform.

“Advisors with as much investment depth as Patrick don’t move often,” said Gordon Ross, Chief Client Officer at Dynasty Financial Partners. “His decision to join Nordwand says a lot about the firm’s direction — and we’re proud to support it.”

About Nordwand Capital

Nordwand Capital is a multifamily office and RIA serving wealthy families across the United States. The firm provides customized investment management, tax and estate planning, and philanthropic advisory services. With a deep commitment to its fiduciary responsibility, Nordwand helps families achieve continuity and clarity across generations.

For more information about Nordwand Capital, please visit https://nordwandcapital.com.

Fonte: Business Wire