Senior Wealth Advisor

Pohlad Companies is guided by a generational perspective: we have been family-owned and operated for over 70 years. We bring a unique combination of strengths to businesses that today include commercial real estate development and investment services through United Properties and Northmarq; sports and entertainment such as the Minnesota Twins Major League Baseball Club and River Road Entertainment; industrial automation systems provided by PAR;

and forward-thinking private equity investments managed by Pohlad Investment Management. We are rooted in a proud legacy of strong values, sustained growth, and purposeful long‑term thinking. Foremost among those founding values is sharing the success of our business pursuits and strengthening the communities we call home. Since 1993, the Pohlad Family Foundation has distributed more than $238 million to non‑profit organizations where we live and work.

The Senior Wealth Advisor serves as a trusted advisor to the individual family members, providing comprehensive, holistic financial planning tailored to multi‑generational wealth needs. This role integrates both individual investment planning done in connection with Pohlad Companies as well as the Family’s external investment advisors, and coordination with the broader Pohlad Family Office team on tax, trust and estate, and cash flow planning.

The Senior Wealth Advisor acts as both a technical expert and relationship manager, translating complex personal financial matters into clear, actionable guidance for individual family members.

• Develop and maintain comprehensive, customized financial plans for individual family members, incorporating cash flow needs, long‑term goals, family values, and legacy objectives.
• Analyze cash flow, balance sheets, net worth, and liquidity across personal holdings and family entities.
• Provide strategic guidance on wealth management, education funding, and philanthropic strategies.
• Support generational planning, including financial education for family members.
• Serve as a trusted advisor guiding individual family members through a thoughtful process, helping them consider financial options and decisions, and providing counsel to promote informed decision‑making.
• Proactively communicate with individual family members through email, meetings, and phone calls to discuss individual family member requests, concerns, issues, and planning items.

• Collaborate with internal and external estate planning specialists and tax advisors to align financial plans with trusts, governance structures, and tax strategies.
• Coordinate planning related to wealth transfer strategies, and private foundations.
• Monitor execution of estate and tax plans as well as external trends and best practices and proactively recommend adjustments as family or regulatory circumstances evolve.

• Partner with the Pohlad Investment Management CIO, Pohlad Operating Companies CFO, and individual family member external investment advisors to ensure planning assumptions align with portfolio strategy.
• Evaluate investment impacts within broader financial plans (liquidity, tax exposure, concentration risk).

• Serve as a primary point of contact for individual family members on their financial planning‑related matters.
• Coordinate with internal and external advisors, including bankers, legal counsel, accountants, and investment managers.
• Prepare clear, thoughtful materials for individual family member meetings, reviews, and planning discussions.