22nd Annual New York Trusts and Estates Conference

Mitchell A. Drossman is Managing Director and Head of National Wealth Strategies (NWS) for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, Mitchell manages and leads the NWS team in providing objective insight, thought leadership and education to help high net worth clients pursue their wealth and estate planning goals by integrating the full capabilities of our investment and financial planning services and by utilizing the broad range of Bank of America Corporation and its affiliates. With the team’s special emphasis on wealth transfer, philanthropy, business succession, asset holding and location strategies and cash flow analysis, the NWS team provides timely updates and commentary on tax and wealth planning developments. Mitchell also works with individuals, families, closely-held family businesses, family offices and institutions in conjunction with their tax and legal advisors to facilitate wealth transfer, business succession (pre-and post-liquidity event strategies), wealth structuring and estate planning needs that are often complex requiring customized analysis and strategies.

Dr. Rachel-Maria Brown Talaska earned a bachelor’s degree in History of Science, History of Medicine from Yale University. After working as a researcher in the field of molecular biology, she earned her medical doctorate from Tufts University School of Medicine and went on to complete her residency in Internal Medicine at Northwestern University McGaw Medical Center in Chicago, IL. Following residency, she completed fellowship in cardiovascular disease at New York Presbyterian-Cornell Medical Center and was appointed Chief Fellow during her final year of fellowship.

Dr. Brown Talaska joined the Cardiology faculty at Northwell Health- Lenox Hill Hospital as Director of the Cardiac Intensive Care Unit, Director of Consultative Cardiology and has transitioned to Director of Inpatient Cardiac Services. Dr. Brown Talaska is the Northwell Health- Lenox Hill Hospital Site Director for three CHF clinical trials CARE-HK, TRANSFORM-HF and SPIRRIT-HFpEF. Additionally, Dr. Brown Talaska serves on the board of the AHA STEM committee as an executive leader, is an Ambassador for the American Heart Association, and is the Chair of the New York American College of Cardiology Diversity, Equity, and Inclusion Task Force.