George has over 20 years of experience in the financial services industry at top firms like Prudential, Dreyfus, and global Fortune 500 company AXA Equitable, where he launched a unique fund of funds in the Japanese market.
A proven leader in the industry, George came to True Link to pursue product innovation that he knew could improve lives. He now brings his world-class wealth management experience to True Link's trust clients, helping underserved groups like those with special needs trusts find the financial stability they need and deserve. George applies the same rigor he used to manage billions of dollars in allocation models to the fixed-asset-level groups he now supports at True Link.
His passion for serving trust clients and retirees is personal. When George and his family had to create a trust for a family member who had been diagnosed with Parkinson’s, he was stunned by how complex and painful the process was, even with the benefit of his own considerable professional expertise. He thought, “Ours is just one story, one family, in a sea of millions. How can others possibly navigate this?” He was thus eager to help True Link craft products that would mean individuals and families in similar situations could have a much simpler and less stressful experience.
George focuses on helping all of True Link’s clients achieve a stream of stable income by taking a disciplined and holistic approach with each of our customized investment options. Beginning with diversified asset-class exposure, he determines a suitable and cost-efficient composition of asset allocations relative to the investment options that trusts provide their beneficiaries. As an organization, True Link strongly believes in using the most cost-effective investments to achieve the greatest internal rate of return for all of our clients.
A Rockefeller Fellow, George is grateful to work to advance the interests of the many individuals and families who need this service. He lives in San Francisco with his wife and their two dogs, Duncan and Donut.
George brings a huge depth of experience to True Link Financial from his 20+ years at AXA and Wells Fargo. He was selected as a David Rockefeller Fellow and has an MBA from NYU.
Nationally recognized for his expertise and innovation in special needs investments, administration, and planning, Peter has fostered lasting relationships with clients for more than 18 years, bringing his creative background to bear on the administrative and legal complexities of trusts.
Before joining True Link, Peter launched and led the Disability and Elder Trust Solutions division of BOK Financial, one of the country's largest regional special needs planning and investment practices. After a career at large bank trust companies, Peter wanted to make a more meaningful difference in the lives of his clients.
“Making a tangible difference in one of the most underserved, yet most deserving populations" is what drives Peter. "It really adds up and makes me feel good about the work we do," he says, "when I'm able to put a beneficiary in an accessible home or vehicle.” Navigating multiple agencies’ often complicated rules calls for the creative problem solving that is Peter’s specialty. “Being able to apply some of that creative energy into trust administration and planning is very gratifying.”
Beyond helping clients get equipment and services they need, Peter loves to help clients access joyful experiences many without disabilities take for granted, like taking a vacation. When a client with disabilities was finally able to visit Disney World, Peter arranged a surprise meeting with the Disney princesses she loves. He still has the photos.
Peter routinely speaks on a range of topics at conferences across the country, including the National Down Syndrome Congress, the Annual Autism Society National Conference, and Stetson Law’s National Conference on Special Needs Planning and Special Needs Trusts. Topics include structuring portfolios for people with disabilities, estate planning, taxation, and trust administration.
Peter plays an active role in civic and public affairs, currently serving on the Board of Directors for Easter Seals, and other estate planning and charitable organizations. He is a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition.
A professional saxophonist, Peter toured the country with performers like The Motet and The Doors’ Robby Krieger. He lives in Denver, CO, with his wife and two children.
With over 18 years of trust administration experience at nationally chartered banks, Peter is the Director of Fiduciary Services for True Link.
Kai is CEO and co-founder of True Link Financial, combining his experience building data-driven financial products with his passion for helping underserved communities achieve financial security. His deep relationships in Silicon Valley provide sustaining force and financial momentum for True Link’s ability to provide unique, high-quality services to special needs trusts and their beneficiaries. Kai is also the founder of the Roosevelt Institution, a nonprofit that recently celebrated its tenth year, and won a MacArthur Award for Creative and Effective Institutions.
Kai’s experience building data-driven financial products combined with his personal passion for financial security in retirement drove him to launch True Link Financial.
Claire is the Chief Operating Officer at True Link Financial. Claire’s experience in strategy, operations, and compliance ranges from management consulting for multibillion dollar organizations to venture capital diligence to financial services operations. A founder of two venture-backed companies, Claire is also a frequent presenter on national panels on topics including customer-centered design, elder financial protection, and financial services innovation. She holds a BA from Columbia University and was trained in strategy by Bain & Company and financial compliance by the Banker’s Academy. Claire has a history of service dedicated to vulnerable groups through nonprofit work with organizations including Teach For America, the Bill & Melinda Gates Foundation, and the Prison University Project. Additionally, Claire was a Fulbright Scholar and a Fellow at Y Combinator and Innovation Endeavors.
With a background in management consulting, venture capital, and product development, Claire oversees all business and functional units at True Link, while also developing key partnerships and client relationships.
George is the Vice President of Investment and Product Management at True Link Financial. He has nearly 20 years of investment and technology experience, most notably, in leadership roles at LendingClub and BlackRock, where he focused on managing technology for retail investments and the distribution of ETFs to retail investors. George holds an MBA from the University of California, Berkeley’s Haas School of Business.
Bradley has over 38 years’ experience practicing estate planning, estate and probate litigation, and special needs planning, with particular expertise in guardianships and conservatorships, Medicaid, probate administration, and tax matters. His many positions of distinction include being a past president of the National Academy of Elder Law Attorneys, an appointed member of the Special Needs Alliance, special counsel for the Colorado Fund for People with Disabilities, and a Fellow of the American College of Trust and Estate Counsel.
John has worked in investment management and financial services for over 25 years in roles such as Director of Retirement Plan Client Services, Chief Investment Officer, and Chief Compliance Officer at major financial institutions, including Fifth Third and BNY Mellon.
Jon, a Certified Financial Analyst, has over 18 years’ experience in consumer finance and was named one of Forbes’ top financial technology investors in 2015. He is a board member or advisor at Addepar, an investment analytics firm, SixUp, and Kreditech. He also lectures at the Wharton Business School.
Jon has over 18+ years experience in consumer finance and was listed in 2015 as one of Forbes’ top financial technology investors. He also lectures at Wharton Business School.
Brad is Chairman of Austin Capital Bank and First Payment Services, with broad responsibility for oversight, strategy, capitalization, compliance, and risk management. He has two decades of experience as a full-time investor, managing the proceeds resulting from the sale of the J.C. Bradford & Co. brokerage house.
Miles has served as CFO of iconic companies such as Capital One Bank, Sears, and Network Solutions – each among the world’s largest companies in its category. He has over three decades of experience in consumer finance and is a board member of the Royal Bank of Canada US, the Heinz School of Public Policy at Carnegie Mellon University, and the Easter Seals of Baltimore/Washington.
Tom served as one of twenty directors of General Atlantic, a $21 billion private equity fund, where he worked for fifteen years. Before that he spent 20 years at McKinsey and Company as a director. Currently, he serves on the boards of BMC Software and Guidestar USA.
Tom is an advisory director at General Atlantic, a global private equity firm, where he has worked since 1999. Currently, he serves on the boards of BMC Software, and Guidestar USA, Inc.