Carly McKeeman (JD ’08) Appointed Philanthropic and Family Governance Specialist for HSBC Private Banking

August 9, 2018 | Pepperdine Law alumna Carly McKeeman (JD ’08) has been appointed as Philanthropic and Family Governance Specialist at HSBC Private Banking, Americas. Based in New York City, McKeeman will lead the development of the Private Bank’s Philanthropy and Family Governance services.

From the HSBC press release:

McKeeman joined HSBC from Evercore Wealth Management where she worked with ultra-high-net-worth families and their outside advisors on investment management and fiduciary planning matters. McKeeman previously held positions at Fiduciary Trust and served as the Associate Director of Planned and Major Gifts at Columbia Law School.

In addition to being admitted to the Bars of California and New York, McKeeman sits on the board of the New York chapter of the Society of Trust and Estates Practitioners (STEP). She is also a past Fellow of the American Bar Association Section of Real Property, Trust and Estates, and has been recognized as a 2017-19 Young Leader to the American College of Trusts and Estates Counsel (ACTEC). She is on the Board of Directors for the Women’s Prison Association, a social services organization based in New York City.

The complete announcement may be found here