Advanced Charitable Planning Best Practices

Chris Boyce is Senior Manager, Midwest market leader for Schwab Charitable Consulting, providing strategic support for wealth advisory firms, family offices, and donor communities within the Central Region of the US. Prior to Schwab Charitable, he worked in the financial services industry for more than 20 years with senior business development roles at BNY Mellon/ Pershing, CFA Institute and Millennium Trust. Chris holds a Bachelor in Business Administration Finance from the University of Wisconsin-Milwaukee.

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