Shai L. Dobrusin, CFA

Director of Trust Consulting Services

Shai is the Director of Trust Consulting Services. These services are customized by engagement with beneficiaries and trustees to develop creative, but appropriate, options for addressing questions specific to their situations. His analytical thinking and his experience with the mechanical application of trust principles contribute to the firm's collaborative and non-prescriptive consulting process.

Since joining the firm in 2012 as a Trust Associate & Financial Analyst, Shai has been fully engaged in the operations of complex trust systems with substantial and diverse assets. He directly supports the Trustees of these trusts in fulfilling their ongoing fiduciary responsibilities regarding the investment of trust assets, management of the disposition/distribution of trust assets and record keeping. Shai serves on the trusts' investment committee with trust counsel and the beneficiary's family office CIO. Additionally, Shai supervises the trusts' investment portfolio and activities, manages the trusts' operations and administration and acts as the Trustees' liaison to the trusts' service providers (e.g., investment managers, global custodian, accountants and consultants) and the beneficiary's family office. These varying experiences and responsibilities have allowed Shai to develop an "out of the box", multi-disciplined approach to helping clients address their unique situations.

Shai received his B.A. degree with honors in Economics from Brandeis University. He then worked as a Research Analyst for Industrial Economics, Inc. (IEc) in Cambridge, MA. While at IEc, Shai evaluated entities' abilities to pay compliance costs and penalties resulting from federal or state environmental regulations. Shai also performed cost benefit analyses for proposed or newly adopted regulations and researched corporate structures to assist in enforcement cases.

Shai is a Chartered Financial AnalystŪ charterholder.


Phone Number: 312.436.1209



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