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Client Services

 Stephanie Egan - Managing Director show / hide
 Susan Milona - Managing Director show / hide
SusanSusan Milona assists clients in developing and implementing customized estate planning structures and vehicles, and works extensively with the Highmount Fiduciary trust team. Prior to joining Highmount in January 2005, Susan practiced law at well-known firms in Boston for more than eighteen years, with concentrations in tax, estate and charitable planning and trust and estate administration. She holds a J.D. from Northeastern University School of Law and a Masters of Laws and Letters in Taxation from Boston University School of Law. Susan has spoken extensively at professional seminars on many topics in the tax, trust and estate planning area. She is a Fellow in The American College of Trust and Estate Counsel (ACTEC), a national association of attorneys who have made outstanding contributions to the field of trust and estate law. She is also a member of the Boston Bar Association, and a former co-chair the Boston Bar’s Trusts & Estates Section.
 Elissa Robinson - Director show / hide
Elissa

Elissa Robinson joined Highmount Capital in July 2002.  She is a member of the wealth management team in New York that interacts directly with our clients on family governance and education.  This includes coordinating new and ongoing family philanthropic initiatives, dealing with outside professionals such as accountants and lawyers on behalf of the client, and being an instructor for the Highmount education programs.   Prior to joining the wealth management team, Elissa managed Highmount’s investment operations team.  In this role, she developed efficient internal processes and custom reporting for our multiple-generation family clients with alternative investments and partial ownership of trusts and LLCs.  Prior to joining Highmount, she was a Portfolio Administrator at Boston-based Hellman, Jordan Management Company, a specialty equity investment manager. Elissa received her B.S. in Management Science at The Georgia Institute of Technology with a specialization in International Management.

 Kristen Siciliano - Director show / hide
KristenKristen Siciliano joined Highmount Capital LLC in April 2003. At Highmount, Kristen is responsible for providing client service and trust administration. Kristen is a member of the Trust Investment and Trust Discretionary Committees for Highmount Fiduciary LLC.  Before joining Highmount, Kristen was a Compliance Officer at Atlantic Trust Pell Rudman. In this role, Kristen assisted in the development, maintenance and ongoing quality of the firm’s compliance and risk management program. Prior to joining Atlantic Trust Pell Rudman, Kristen was an Assistant Vice President and Compliance Officer at UAM Trust Company. Kristen was responsible for managing the operation and administration of domestic and offshore trust investment portfolios.  Kristen received her B.S in Accounting at Merrimack College.
 Claudia Buchmann - Associate Director show / hide
ClaudiaBuchmann

Claudia Buchmann joined Highmount in 2010. She came to Highmount from Julius Bär Private Bank where she worked on a relationship management team. She successfully completed an apprenticeship at Bank Julius Bär with a professional baccalaureate degree from KV Zurich Business School in 2007, and worked for Julius Bär in both London and Zurich. Ms. Buchmann is currently pursuing continuing education in Business Administration with specialization in Banking and Finance at Zurich University of Applied Sciences.

 Alissa Felice - Associate Director show / hide
Alissa

Alissa Felice joined Highmount Capital LLC in September 2006. At Highmount, Alissa is responsible for providing client service and trust administration as well as marketing coordination for the firm. Before joining Highmount, Alissa was a Teller Manager for Eastern Bank.  In this role, Alissa performed customer transactions as well as managed a staff of approximately seven people. Prior to her Teller Manager position, Alissa was an Executive Assistant to the Senior Vice President of Treasury Services at Eastern Bank.  Alissa was responsible for all administrative duties for the SVP and his staff of approximately four people.  Alissa holds an Associate of Science degree from Marian Court College.  Alissa is currently completing courses at the Cannon Financial Institute. 

 Sarah Narva - Associate Director show / hide
sarah
 Christina van Hengel - Associate Director show / hide
christina

Christina joined Highmount in September 2008.  She is responsible for maintaining Highmount’s corporate website as well as initiating and supporting a range of the firm’s marketing activities.  Christina holds a B.A. in Communication from the University at Albany.  She sits on the Alumni Committee of the Netherland America Foundation where she focuses on event planning and social media outreach to connect grant recipients.