Betty Andrikopoulos

Office Location

United States

Short Biography

Betty is a member of the Crestbridge Fiduciary Board of Managers and an executive managing director of Client Strategy at Willow Street. She specializes in aligning strategy and values to fiduciary structures that will support a family's current and evolving needs and brings insights on leading practices in PTC governance, operations, and administration. Betty brings over 30 years of experience in finance and marketing strategy in the banking, med-tech, and real estate industries, and in organizations ranging from start-ups to multinational corporations. Her breadth of experience brings a unique and integrated perspective to clients. Betty holds the TEP designation from STEP and the CTFA designation from the American Bankers Association. She serves as Chair of STEP Wyoming and President of the Wyoming Trust Association. Betty earned her MBA from Northwestern University’s Kellogg School of Management and her BS in Finance from the University of Florida. She is fluent in Spanish.

What is your favorite restaurant to take a client or colleague to?

If I'm home in Jackson Hole, Wyoming, I like to take people to Snake River Grill for incredible local, organic food. If I'm traveling, Greek or Cuban food!

What is the best piece of advice you have ever received?

"Don't be afraid to make mistakes."

What was your first job?

I was a camp counselor in Miami, where I was born and raised.

What is the book you recommend to everyone?

Currently, I am recommending "The Overstory" by Richard Powers. It will forever change the way you think about trees.

What changes do you expect to see in your practice over the next year?

A continued focus on succession planning due to (1) the "great wealth transfer” and (2) movement towards professional trustees and PTCs to improve the durability and flexibility of structures.