Client Services

Richard Kuchen
Senior Vice President

Dick is the Senior Vice President of Private Wealth Partners and is responsible for interacting with important client relationships. Before joining Private Wealth Partners, Dick worked with both HSBC Private Bank and Wells Fargo Private Bank as a Senior Vice President. He has over 15 years of experience in the financial services industry, assisting clients in meeting their investment needs.

Prior to his business career, Dick was a Division I college basketball coach for 32 years. He served as Head Basketball Coach at University of California, Berkeley and Yale University. Previously he was an assistant coach at the University of Notre Dame, the University of Iowa and Washington University (St. Louis, Missouri).

Dick holds a B.S. in Business from Rider University.

Katrina Sutherland

Client Services and Operations

Katrina is a Portfolio Administrator and Operations Specialist with over 13 years of experience in financial services.  Prior to joining Private Wealth Partners, she worked in New York where she performed various positions ranging from Equity Trading to Client Services.  Katrina holds a B.A. from the University of Arizona where she was also a member of the Women’s Cross Country team.

Elyse Gottschalk

Client Services and Operations

Elyse is a Portfolio Administrator and Operations Specialist. Prior to joining Private Wealth Partners in February, she worked at a specialty finance company for 9 years, as the Managing Director of Portfolio and Risk Management. Elyse has extensive experience working with high net worth families and individuals.

Elyse holds a B.A. from Cornell University: College of Arts and Sciences and is currently pursuing her JD as an evening student at University of San Francisco: School of Law.

At Private Wealth Partners, LLC we work as your personal investment adviser offering you investment advice and portfolio management for individual, family, trust, charity and retirement accounts. We serve clients nationally but predominantly in California.

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