Justin T. Miller

Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth  Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Prior to joining Evercore in 2021, Justin was a national wealth strategist for 10 years at BNY Mellon. He previously was a managing director at Wells Fargo and began his career as a tax attorney at Sidley Austin.

Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.

Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® and CERTIFIED FINANCIAL PLANNER™ designations and is a member of the State Bar of California.

Amy K. Chapman

Christine Kim

Jarrod Kiyuna

Jarrod Kiyuna is the Vice President, Corporate Development & Strategy at Wathen Castanos Homes. Jarrod obtained his J.D. from the Boston College of Law and LL.M, Taxation, from New York University. Prior to Wathen Castanos Homes, Jarrod served as Tax Counsel for Assemi Group, Inc. and as a shareholder at Baker Manock & Jensen, P.C.

William D. Alexander

Mark Prater

Mark Prater is a Managing Director in the Tax Policy Services (TPS) group of PwC’s Washington National Tax Services (WNTS) practice. In his role, Mark advises clients with respect to tax policy issues and tax legislation with a concentration on the Tax Cuts and Jobs Act of 2017.

Prior to joining PwC Mark served as a Chief Tax Counsel and later a Deputy Staff Director on the Republican staff of the Senate Finance Committee. Mark was selected as Staff Director for the Joint Select Committee on Deficit Reduction, (“JSCDR”) i.e. the Super Committee.

Mark Prater graduated from Portland State University with a B.S. in accounting and obtained a J.D. from Willamette University and an LL.M. in Taxation from the University of Florida.