Eileen Stoner <br />Trust Officer
Eileen Stoner
Trust Officer

We listen to our clients’ philanthropic vision and offer them strategies to help them use their wealth in the most effective way.

Helping You Meet Your Philanthropic Goals

Charitable giving offers an opportunity to share both financial success and personal values. As philanthropic advisors, we help you explore the most effective and tax-efficient strategies to fulfill your visions. 

Helping You Make a Difference

Our trust and investment professionals will simplify the complex laws and IRS regulations associated with charitable giving, and, along with your legal and tax advisors, we will help you determine strategies aimed at meeting your individual, estate, tax, and financial planning goals.

Baltimore, MD

100 International Drive
5th Floor
Baltimore, MD 21202
(844) 200-1919

Cincinnati, OH

600 Vine Street
Suite 2000
Cincinnati, OH 45202
(800) 654-5777

New York, NY

640 Fifth Avenue
9th Floor
New York, NY 10019
(866) 566-0425

Philadelphia, PA

Two Logan Square
Suite 1850
Philadelphia, PA 19103
(800) 806-2732

What We're Thinking

Fighting cancer with the immune system: Hope or hype?

The United States is spending more than $125 billion on cancer care each year, but our expensive modern medicine has plenty of room for improvement as only 66% of cancer patients live longer than five years, according to the National Institutes of Health (NIH). Investors are beginning to take notic »