As an Executive Managing Director, Betty is a member of Willow Street’s executive management team and serves on the Board of Managers. She is also a member of the Board of Managers of Crestbridge Fiduciary, a strategic venture between Willow Street and Crestbridge. Betty leads new client relationships and key client relationships, serving as a manager and committee member of private family trust companies (PTCs).
Betty has over 30 years of experience in finance and marketing strategy in the banking, med-tech, and real estate industries, and in organizations ranging from start-ups to multinational corporations. Her breadth of experience brings perspective to our firm and client families. Betty holds the Certified Trust and Fiduciary Advisor designation (CTFA) from the American Bankers Association and the Trust & Estates Practitioner (TEP) designation from the Society of Trust & Estate Practitioners (STEP). She was the founding President of the Wyoming Trust Association (WTA) and now serves as a Director. Betty is also the former Branch Chair of STEP Wyoming and currently leads the STEP Wyoming Conference Committee.
Betty specializes in aligning strategy and values to fiduciary structures that will support a family’s current and evolving needs. She brings insights from practices in private trust company (PTC) governance, operations, and administration. Her years of experience working with family businesses, family offices, and PTCs benefit the boards and committees on which she serves. Betty’s client relationships are centered on her commitment to being a resource and thought partner.
Betty serves as Treasurer and on the Executive Committee of the board of the Community Foundation of Jackson Hole. She earned her BS in Finance from the University of Florida and her MBA from Northwestern University’s Kellogg School of Management. Betty is a native of Miami and daughter of Cuban immigrants; she is fluent in Spanish.
