Instructor

Roberta Ruddy

Practical Experience:

Roberta Ruddy has been assisting high net worth clients for over 20 years in the development and implementation of their wealth transfer plans. She has worked with clients and their advisors to create family mission statements which define the family legacy and detail the resulting structures required to bring the stated objectives to fruition in the most tax-advantaged manner.

Roberta’s clients have included clients with inherited wealth, entrepreneurs, owners of closely held businesses and others. She has dealt with families of US taxpayers as well as non-US clients and families with cross-border planning issues.

Roberta was in private practice in New York for several years and worked at The Chase Manhattan Bank and JPMorgan Chase in New York and California. Most recently, Roberta was the wealth transfer planner in California for The Citigroup Private Bank before returning to the East coast to serve the clients of The Citigroup Private Bank in the Northeastern region.

Education:

Roberta received her Juris Doctor degree from the Columbia University School of Law. She holds an MA degree from the Columbia University Graduate School of Arts and Sciences in French as well as a BA degree in French and education from Barnard College.

Roberta is a native Spanish speaker and also speaks French. She also has a fundamental knowledge of Italian and Portuguese.