Emily Slattery

Position: Family Office Advisor

Emily is a Family Office Advisor at Equitable Trust, a position she has held since joining the firm in 2020. In the fifteen years prior to that, she was employed with Keel Point, LLC, a family office and investment advisory firm based outside of Washington, DC. While at Keel Point, Emily was focused on providing counsel to family office clients in such diverse areas as philanthropy, estate, tax, insurance, investment advisory, and intergenerational wealth education and planning. Prior to that, she was with Ernst & Young in their tax advisory and compliance group,  and prior to that she was an investment advisor with Morgan Stanley. Emily is a graduate of the University of Notre Dame.