Based in Wyoming, Betty is a member of the Crestbridge Fiduciary Board of Managers and executive managing director of Client Strategy at Willow Street. She leads new and current client relationships and serves as manager/director of private trust companies (PTCs). Betty brings over 30 years of experience in finance and marketing strategy in the banking, med-tech, and real estate industries, and in organizations ranging from start-ups to multinational corporations. Her breadth of experience brings a unique and integrated perspective to our firm and client families.
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Betty holds the Certified Trust and Fiduciary Advisor designation (CTFA) from the American Bankers Association and the Trust & Estates Practitioner (TEP) designation from the Society of Trust & Estate Practitioners. She has served as President of the Wyoming Trust Association (WTA) since its founding in 2018 and President of STEP Wyoming since 2021.
Betty specializes in aligning strategy and values to fiduciary structures that will support a family's current and evolving needs. She brings insights on leading practices in PTC governance, operations, and administration.
Her years of experience working with family businesses, family offices, and PTCs benefit the boards and committees on which she serves. Betty’s deep connection to client relationships is centered on her commitment to being a resource and thought partner.
Betty focuses her philanthropic and volunteer efforts on Jackson Hole’s Health and Human Services sector, firmly believing that all families should have opportunities to thrive. As such, she serves on the boards of the Community Foundation of Jackson Hole and Teton Youth and Family Services.
A native of Miami and daughter of Cuban immigrants, Betty earned her MBA from Northwestern University’s Kellogg School of Management and her BS in Finance from the University of Florida. She is fluent in Spanish.
