Lorenz Private Trustees Announces the Appointment of Heidi Bitterman, J.D., C.T.F.A., as Private Trustee Serving Washington, Oregon, and California
Lorenz Private Trustees is pleased to announce the appointment of Heidi Bitterman, J.D., C.T.F.A., as a Private Trustee serving clients across Washington, Oregon, and California. Bitterman, a licensed California attorney who maintains her bar status as part of her commitment to professional excellence, brings nearly two decades of experience in trusts and estates, fiduciary administration, and multigenerational wealth advising.
Matthew Santangelo Joins Lorenz Private Trustees of New Hampshire
Lorenz Private Trustees is pleased to announce the appointment of Matthew Santangelo as the second Private Trustee located in our Portsmouth, New Hampshire office. With his extensive experience and a distinguished career in fiduciary services, Matt brings a wealth of expertise that will enhance our team and the services that we provide to our clients.
