Grace Y. Toh

Chief Executive Officer 


Grace Y. Toh is a financial services professional with over 30 years of experience in private banking and wealth management, concentrating on building and managing long-term relationships with high net worth and institutional clients. Previously, she was a Senior Vice President at HSBC Private Bank and The Private Bank at Bank of America (now US Trust). She is a graduate of Wellesley College with a B.A. in Economics and Chinese Studies. She studied Management Information Systems and Accounting at MIT’s Sloan School of Management, and earned her MBA in Finance from the Jones School of Management at Rice University.