Lolade Mustapha named Washington, D.C. Private Client Services Director for Index Strategy Advisors, Inc.

By | April 4th, 2013 10:04 AM EST | posted in ISA Careers, Press Releases, Tax & Estate Planning

WASHINGTON, D.C. (April 4, 2013)

Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Lolade Mustapha as Director, Private Client Services in Washington, D.C.

Lolade Mustapha named Washington, D.C. Private Client Services Director for Index Strategy Advisors, Inc.

Lolade Mustapha, Esq., a Trust and Estate Planning attorney formerly with JPMorgan Private Client Services, joined Index Strategy Advisors today as Director, Private Client Services in Washington, D.C. She holds a JD and a BS in Psychology & Political Science (cum laude) from the University of Illinois.

Prior to joining ISA, Ms. Mustapha was the Principal Partner of the Law Offices of Lolade Mustapha, a Washington, D.C. based Trust & Estate Planning firm she founded in 2009.  At her law firm, Ms. Mustapha advised clients of various tax saving strategies and advised clients on foundation, charitable trusts and corporate formation.

Prior to establishing her private legal practice, Ms. Mustapha was an Associate at JPMorgan Private Client Services.

At JP Morgan, Ms. Mustapha managed high net worth client relationships with the bank’s estate planning and asset management divisions.

Ms Mustapha will lead the delivery of customized investment solutions to ISA’s high net worth clients throughout the United States and will be based in Washington, D.C..

“Lolade is a pro’s pro.” said James McDonald, ISA CEO and Chief Investment Officer. “Her specialized skill set will empower us to deliver value for clients in deeper and more meaningful ways”.

As an expert in Grantor Retained Annuity Trusts, Family Limited Partnerships, Qualified Personal Residence Trusts, Intentionally Defective Grantor Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, and Irrevocable Life Insurance Trusts, Ms. Mustapha will integrate ISA’s asset protection and custom investment strategies with traditional wealth management solutions to deliver exceptional value for ISA’s clients.

“Lolade will be a tremendous asset to the ISA leadership team and her clients,” said Wes Sims, ISA President of U.S. Advisory Services. “She brings the intellectual energy and personality necessary to deliver exceptional service and solutions to high net worth investors who expect nothing but the best of both”.

“I’m excited and ready to get to work.” says Mustapha. “I truly believe that ISA has built an outstanding platform to help high net worth investors maximize their opportunities for growth and protection of their investments, and I cant wait to drive that process”.

ABOUT INDEX STRATEGY ADVISORS, INC.

Index Strategy Advisors, Inc. is a Houston, TX based Registered Investment Advisor delivering customized portfolio management to individuals throughout the United States.

More information on career opportunities with Index Strategy Advisors in Washington, D.C., and nationwide can be found at www.isacareers.com

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