Curated Wealth Partners, a leading multi-family office and investment management firm serving ultra-high-net-worth clients, today announced the addition of Nellie Keyhani as a Director of Client Advisory. With nearly two decades of experience advising high-net-worth individuals and families, Ms. Keyhani brings a rare combination of strategic insight and deep technical expertise to her new role.
“We’re thrilled to welcome Nellie to our team,” said Lee Hutter, CEO of Curated Wealth Partners. “She is a leader in the ultra-high-net-worth space, with a proven track record of helping some of the world’s most successful families navigate the complexities of their wealth. As we continue to strategically scale our platform, Nellie epitomizes the kind of talent we look for, someone who shares our commitment to thoughtful, client-centered advice and delivering an exceptional experience every step of the way. We remain committed to building a world-class team that delivers the highest level of care, insight and partnership.”
Ms. Keyhani joins Curated Wealth Partners from ICONIQ Capital, where she provided strategic guidance at the intersection of wealth management, private investing and family office operations. Her clients included globally influential entrepreneurs spanning a variety of industries including technology and finance. Prior to ICONIQ, Ms. Keyhani spent nearly 14 years at Whittier Trust Company, where she focused on estate planning coordination, family governance and holistic family office solutions for multi-generational families.
“I’m incredibly excited to be joining Curated Wealth Partners during what I believe is a dynamic moment in the firm’s lifecycle,” said Ms. Keyhani. “The firm has significant momentum and has done a remarkable job growing its client base in a relatively short period of time. The team is incredibly special, and it’s a privilege to contribute to a firm and culture that prioritizes trust, excellence and meaningful relationships.”
Ms. Keyhani earned an MBA from the University of San Francisco and a bachelor’s degree from San Francisco State University. She is also deeply involved in charitable organizations in the greater Los Angeles area, with a particular focus in empowering women and creating a more equitable workplace.
About Curated Wealth Partners
Curated Wealth Partners is a multi-family office and investment advisor delivering financial advice and well-being to a growing community of clients. Founded in 2018 with the backing of a small group of successful families, the team launched Curated because they believe clients deserve a better, more integrated experience. At Curated, clients are partners, and the team uses that word in the firm’s name with intention. As trusted, long-term, family advisors, Curated guides clients through the many challenges and opportunities that come with wealth. To learn more visit: curatedwealthpartners.com
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