Mikkela R. Sweet Montgomery is an attorney, entrepreneur, and executive leader with a history of working with High-Net-Worth (HNW) individuals, families, and their businesses.
Mrs. Sweet Montgomery formerly served as the President of Peninsula Bay Trust Company, Inc. (“PenBay”), where she was responsible for overseeing all aspects of client and trust administration, as well as Vice President and Senior Trust Officer for the Northern California Region of Fiduciary Trust Company International, a wholly owned subsidiary of Franklin Templeton.
Mikkela’s expertise includes Trust Administration, Taxation, Estate Planning, and Business Succession Planning. She also possesses the professional designation of a Certified Trust and Financial Advisor (CTFA) from the American Bankers Association.
Throughout her career, Mikkela successfully spearheaded start-up operations for financial service firms, advised high net worth individuals and families on their wealth planning and succession and seamlessly managed fiduciary responsibilities for $1B+ books of business. In 2022, Mikkela was recognized by the American Bankers Association as a member of its 40 under 40 class for her exemplary performance and career achievements.
EDUCATION:
Mikkela received her undergraduate degree in Political Science from the University of California at Berkeley, and her Juris Doctorate from the University of San Francisco School of Law.
Passionate about giving back, Mikkela serves as a Director of the Mission Dolores Academy of San Francisco, and a Leadership Committee member of the Emerging Advisors Network of The San Francisco Foundation.
Mikkela now seeks to bring this experience and knowledge to an underserved market – the mass affluent – individuals, families and businesses who have traditionally been overlooked or priced out by firms seeking to service the traditional high net worth demographic. This group includes persons of all walks of life who seek to diligently plan for the future or protect fruits of all of their past hard work.
