ArchBridge Family Office is pleased to announce the promotion of three team members in recognition of their continued contributions to the firm and the families it serves. Klaire Whiteside and Jeff Meyers, Jr. have been promoted to Principal, and Logan Carolan has been promoted to Manager.

Klaire Whiteside | Klaire works closely with multi-generational families, providing integrated guidance across investments, tax, estate, governance, risk, and philanthropy. Her thoughtful, analytical approach helps clients navigate complexity with clarity. She is known for building trusted relationships and serving as a steady advocate for the families she supports.

Jeff Meyers, Jr. | Jeff is Senior Director of Private Markets and leads the firm’s investment team, partnering with clients and advisory teams to develop and implement customized portfolios across public and private markets. He plays a central role in manager selection and private investment sourcing, including private equity, venture capital and real assets, and provides ongoing oversight and research to support long-term client strategies.

Logan Carolan | Logan is a key member of the firm’s operations team, helping advance its technology and infrastructure. He has led major platform implementations and workflow enhancements and has been and continues to be instrumental in deploying AI-driven tools that improve efficiency and elevate the client experience.

“These promotions reflect Klaire, Jeff, and Logan’s meaningful contributions to our clients and our firm,” said Julie Lilly, CEO. “Each brings a high level of expertise, judgment, and care to the families we serve.”

ArchBridge Family Office congratulates Klaire, Jeff, and Logan on their well-earned promotions and looks forward to their continued contributions in the years ahead.