Meeting Information
The Banking SIG Meeting
Tuesday January 19, 2021
4:30pm - 6:00pm
Join Zoom Meeting

Meeting ID: 918 0566 5382
Passcode: 042372
One tap mobile
+13017158592,,91805665382#,,,,*042372# US (Washington D.C)
+13126266799,,91805665382#,,,,*042372# US (Chicago)

Dial by your location
+1 301 715 8592 US (Washington D.C)
+1 312 626 6799 US (Chicago)
+1 470 250 9358 US (Atlanta)
+1 470 381 2552 US (Atlanta)
+1 646 518 9805 US (New York)
+1 646 876 9923 US (New York)
+1 651 372 8299 US (Minnesota)
+1 786 635 1003 US (Miami)
+1 267 831 0333 US (Philadelphia)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 408 638 0968 US (San Jose)
+1 602 753 0140 US (Phoenix)
+1 669 219 2599 US (San Jose)
+1 669 900 6833 US (San Jose)
+1 720 928 9299 US (Denver)
+1 971 247 1195 US (Portland)
+1 213 338 8477 US (Los Angeles)
Meeting ID: 918 0566 5382
Passcode: 042372
Find your local number:

Instructions will be sent to you after registration

Meeting capacity:


Suggested Donation:

Wells Fargo Private Bank to discuss Family Office strategic use of credit and the Specialty Finance Group of Wells Fargo’s Private Bank.

Topic: How are Family Offices and HNW/UHNW individuals leveraging Credit to meet Planning and Wealth Transfer objectives.

Family offices and UHNW individuals are taking full advantage of the low interest market. Doug Booth, WM Segment Manager, Specialty Finance Group and Chris Avery of the Private Bank at Wells Fargo will discuss strategies to: Manage Cash Flow, Limit Tax Exposure, Transfer Wealth, Create Liquidity and other real examples of Credit transactions the team has implemented for clients.

Speaker Bios:

George Christian Avery
Private Banker
Boston, MA

Chris is a Private Banker located in the Boston Wells Fargo Private Bank office. Mr. Avery works as part of a team to help meet high-net- worth clients’ comprehensive wealth management needs. In his role he specializes in developing and implementing tailored credit, deposit, and cash management strategies for clients.
Prior to joining Wells Fargo, Mr. Avery owned his own company for 3 years, where he helped businesses of many sizes manage credit and employee benefit needs. He has been in the financial services industry for more than ten years.
Mr. Avery earned a Bachelor of Arts in Political Science from the University of Connecticut. He is also a member of Association for Corporate Growth in Boston.

Doug Boothe
WM Segment Manager
Charlotte, NC
Doug Boothe joined the Specialty Finance Group, a national coverage group within Wachovia’s (predecessor to Wells Fargo) Private Bank, in 2007 and is a WM Segment Manager for Family Office and Unique Solutions (e.g. Fine Art as well as complex securities such as concentrated stock, private stock, restricted stock, especially to Family Office profile clients). Doug has over 35 years of experience in the financial services industry, including over 20 years with Wells Fargo and its legacy organizations. In his current role, Doug is responsible for developing, vetting, and structuring loan opportunities within his segments, with a focus on delivering a quality experience for both his internal and external clients. He has considerable experience in lending on various semi-illiquid assets (e.g. alternative assets, fine art, etc.) and expertise in structuring and underwriting complex loans to high net worth individuals. In addition, Doug has extensive experience in structuring, underwriting, and syndicating loans to highly leveraged companies, mostly in the asset-based lending arena.
Doug graduated from the University of Virginia. After graduation, Doug held various credit/portfolio management positions with Maryland National Bank, Fleet National Bank, and Nationsbank, before joining First Union (predecessor to Wachovia Bank and Wells Fargo) in 1994.
For meeting information, please contact:

Doug Zucker

(914) 319-0295
Please login/register in order to RSVP and see the participants list.