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Maria Castro Vainer

Managing Director, Head of U.S. Wealth Management Investments & Advice

Maria Castro Vainer is the Head of Investments & Advice for U.S. Wealth Management. In this role she drives the strategy that focuses on serving clients’ investment needs across these channels. She also leads the team that provides investment ...

Latest articles

Investing
Tax-efficient investing and planning strategies for affluent individuals
High-income earners and wealthy families often face hefty tax bills, but they can minimize that burden with tax-efficient strategies like tax-loss harvesting and charitable giving.
By Maria Castro Vainer, Angelena Mascilli, Adam Frank|8 min
Continue, Tax-efficient investing and planning strategies for affluent individuals

Maria Castro Vainer

Latest articles

InvestingTax-efficient investing and planning strategies for affluent individuals

Investing
Tax-efficient investing and planning strategies for affluent individuals