Adrienne Penta

Adrienne M. Penta, JD

National Head of Wealth Management
Leadership Team, Private Client Group
Boston, MA
As National Head of Wealth Management, Adrienne’s priority is to deliver an exceptional client experience every day. Adrienne has unwavering focus on what matters most to our clients—their purpose, values, and long‑term goals—ensuring that we help them stay grounded in what truly drives decisions, rather than getting lost in complexity.
Adrienne believes that wealth is a means to an end—and that its greatest value comes from aligning it with purpose. She is motivated by helping clients move beyond the technical details of wealth to focus on the “why” behind their decisions, creating clarity, confidence, and shared understanding—ensuring families thrive over generations.

Experience

  • 20+ years of experience advising multi‑generational ultra‑high‑net‑worth families
  • Brown Brothers Harriman, Principal; Founding Executive Director of the BBH Center for Women & Wealth; Head of Marketing & Sales Enablement; Wealth Strategist and Advisor
  • Choate, Hall & Stewart LLP, Attorney; Trusts & Estates and Tax Departments

Education & Credentials

  • University of Virginia School of Law, JD
  • Johns Hopkins University, BA
  • The Winsor School
  • Recipient of the Boston Estate Planning Council (BEPC) Excellence Award (2019) and Presidents Award (2015)

Beyond SCS

Adrienne is actively engaged in several organizations, including the Boston Foundation, the International Women’s Forum of Massachusetts, the Women’s Philanthropy Institute at the Lilly School of Philanthropy, and the Winsor School. Adrienne lives in Boston with her husband, two children and one labradoodle, who all keep her busy.

 

 

Insights from Adrienne M. Penta, JD

Beyond Estate Planning: Purpose, Planning, and Partnership

5 Key Questions Before Establishing a Family Office

Beyond Money: Focus On the Future of Family Wealth