The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times. This is especially true for the world of investments and investment professionals. It is often complex and confusing. This presentation is a pragmatic, deeper dive into what you need to know to navigate this world astutely and proficiently. You’ll learn from three experienced experts as they transform the complex into clarity and understanding. And, you’ll learn what you need to know to avoid getting burned when you delegate your authority to investment professionals.
Don’t Get Burned, Part II: A Deeper Dive Into What You Need To Know Before Delegating Your Authority To Investment Professionals
Anne M. Rudolph, Esq.
Anne M. Rudolph is a shareholder at Hughes & Pizzuto, APC, a boutique firm focused on trust, probate and tax matters, and chairs the firm’s Appellate Section. She is a graduate of the University of California at San Diego and received her J.D. with highest honors from the University of Oklahoma College of Law.
Anne is a certified specialist in Estate Planning, Trust and Probate Law and her practice is limited to trust and probate administration, related litigation and appeals. She represents both fiduciaries and beneficiaries in matters in and out of court. She has a breadth of knowledge as well as a deep commitment to the advancement and understanding of the trust and probate field.
Anne is a past Vice Chair of the Estate Planning, Trust and Probate Law Section of the San Diego County Bar Association and a past member of the San Diego County Bar Association’s Legal Ethics Committee. She has been voted a top-rated Estate & Trust Litigation Attorney by Super Lawyers® since 2018.
Paul Hynes, CPF
Paul Hynes is a Certified Financial Planner (CFP®) Professional and financial advisor with more than 35 years of experience. Paul is currently the President and CEO of HearthStone | Private Wealth Management, a fee-only investment management and financial planning firm with offices in Irvine, Temecula, and San Diego. HearthStone provides professional investment management for professional fiduciaries and families. A native Bostonian and graduate of the University of Virginia, Paul spent the first 22 years of his career with a large Wall Street investment firm. He’s led HearthStone since founding the firm in 2006. HearthStone is an Affiliate Corporate Member of PFAC, a regular presenter at PFAC events, and proud sponsor of the 2021 Annual PFAC Conference.