Lily C. Huber

“Through my travels across both developing and developed countries, I’ve gained a deeper appreciation for the commonalities we share in humanity and the factors that shape opportunity and access. These insights inform how our advisory team provides personalized wealth management solutions for a diverse range of clients.

Built on a foundation of my education at New York University, I was trained and gained extensive experience at Fortune 500 firms, where I collaborated with high-performing teams and developed expertise in strategy, finance, risk management, operations, and organizational leadership. When René shared her vision for an inclusive, purpose-driven work environment, I was inspired to join her. She reinforced the importance of understanding both the factors within our control and those shaped by history.

As President of the firm, I lead alongside René Nourse and April Charles, guiding our strategy, culture, and long-term mission. Drawing on our collective expertise, I focus on strategic growth, operational and financial oversight, and aligning our team’s capabilities to serve clients effectively. These initiatives have driven a 63% increase in the firm’s valuation as of 2025 and ensure we continue to deliver personalized, values-driven wealth management solutions.

Just as education has long served as a powerful equalizer in society, access to thoughtful wealth management can help individuals, families, and organizations preserve and grow their legacies over time. Our firm maintains a work environment that strengthens the personal and professional growth of our team, ensuring they serve as dedicated fiduciaries to our clients.”