Postrock Partners, Llc
We have extensive experience serving multigenerational families who have significant wealth and complexity. We offer sophisticated solutions for investment management, trust administration, estate planning, legacy strategies, charitable giving mission & strategy, banking fees & product consulting, risk mitigation solution consulting, philanthropic planning, and family education & coaching.
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Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BS
Brad Scott
CEO and Founding Partner · General Business & Management
EmailPhone - KQ
Katie Queen
Client Experience & Administration · Other
EmailPhone - TD
Tim Dreiling
Chief Investment Officer Founding Partner · Other
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Postrock Partners, Llc
6 distinct titles indexed · top 6 shown.
- 1ceo and founding partner
- 1chief executive officer
- 1chief investment officer founding partner
- 1client experience & administration
- 1founding partner & senior advisor
- 1senior financial advisor
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