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Anne-Lise A. Wiegand · Houston, Texas, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Anne-Lise A. Wiegand is Chief Financial Officer and a Managing Director at Sentinel Trust. She oversees internal financial systems, investment operations, risk management and administration of client assets and entities. Her background includes community-bank controllership and wealth planning for multigenerational families at Sentinel and Threshold Group. She previously served as a senior relationship officer at Sentinel and an Associate Director of Wealth Planning and Advisory at Threshold.
Experience
Chief Financial Officer, Managing Director, ShareholderCurrent
Sentinel Trust Company, LBA · Houston, Texas Area
Jan 2020 – Present
Associate Director, Wealth Planning & Advisory
Threshold Group · Portland, Oregon Area
Mar 2008 – May 2013
As Associate Director, Wealth Planning & Advisory, Anne-Lise led the design and delivery of financial planning services, wealth education and other resources. She served clients with over $50M in investment assets and coordinated relationship teams in the delivery of investment advisory services, accounting and tax management, estate planning, and other financial and wealth management services. Responsible for achieving financial planning and interpersonal goals of client families as determined with the client and their advisors (Attorneys, CPAs). Responsible for budgeting, income and transfer tax, estate planning, accounting, purchasing real estate, long-range forecasting, insurance reviews, risk management, wealth education, and philanthropic mission/vision activities for individuals, families and related entities. Primary responsibility for onboarding new clients for the firm. Coordinated comprehensive compliance review of client relationships.
Education
Skills