Carolann Grieve

Carolann Grieve, CTFA
Senior Vice President Managing Director of Family Governance

4 Greenwich Office Park

Greenwich, CT 06831-5115

About me

Background

Carolann Grieve is a Managing Director of Family Governance within Truist Wealth’s Center for Family Legacy. She is responsible for delivering family governance and family education offerings to clients across the firm, helping families to identify their wealth objectives and to deepen their financial knowledge and what it means to live a life of wealth.

Prior to her current role, Carolann was a senior wealth strategist and assisted families with a wide variety of wealth management needs, including estate planning, tax strategies, financial planning, fiduciary, philanthropy and family governance issues. She worked closely with a client’s Investment Manager and other professional advisors outside of the firm to ensure that all aspects of a family’s wealth management plan were closely coordinated.

Carolann was previously the chief financial officer of Eagle Capital International, an investment firm and multifamily office, where she was responsible for trust and estate administration, tax return preparation, client reporting, technology, and human resources. Prior to that, she worked as the director of accounting at Pantasote, a publicly traded, international plastics firm. Additionally, she was the accounting manager at the international division of Chesebrough Ponds.

Education

Masters of Business Administration in Finance
Iona College 1977 1981
Bachelor's of Business Administration in Accounting
Iona college 1973 1977

Personal Interests

Carolann chairs the Women & Wealth Initiative, working with her colleagues to create a welcoming environment emphasizing a holistic approach to financial stability, which, in turn, enables women to live an informed and responsible life with wealth and to feel fulfilled and empowered to achieve their goals.
She earned a B.B.A. in accounting and MBA in finance from Iona College.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Educating family members with significant wealth to confidently manage their financial lives

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}