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Estate Planning Seminar
Estate Planning Speakers
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Speakers for Seminar on Estate Planning—May 7—Argiro Student Center    

Paul E. McGloin

Paul McGloin is a managing director in the Wealth Planning Group of Deutsche Asset and Wealth Management.

Paul is a 1987 graduate of Harvard Law School.  After graduating from Harvard, Paul practiced law for 11 years in New York with a focus on estate and tax planning issues for wealthy families in the U.S. and around the world.

Paul joined Deutsche Bank in 1998.  Paul’s focus with Deutsche Bank continues to be tax and estate planning for high net worth clients and families.  Paul works with clients and their advisors to create strategies and solutions that achieve their goals in all of the jurisdictions in which they work and live.

Steven M. Grill

Steven Grill is a Managing Director and Client Advisor at Deutsche Bank Securities, Inc. Mr. Grill focuses on asset allocation and fixed income portfolio construction.

Before joining Deutsche Bank, Steven was a Senior Vice President at Morgan Stanley and the Managing Partner of SCM Capital Advisors LLC,. He also served as the Chief Executive Officer and President of Brascan Strategic Asset Management, a subsidiary of New York-based Brookfield Asset Management Inc., which specializes in investment advisory services. Steven also served as Chief Investment Officer of Imagine Group Holdings Limited, an insurance subsidiary of Brookfield. Prior to this, Steven was a Senior Vice President at Merrill Lynch, where he worked for 19 years. Steven started with the Strategic Solutions Group in 1984 and completed his time at the firm as a senior member of the Institutional Advisory Division.

Steven holds a B.A. in mathematics and biology from Boston University, and earned his M.S. in statistics and operations research from New York University. He has served as an adjunct Professor of Statistics at the New York University Stern School of Business.

 

 
 
 
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