As the Chief Operating Officer and Chief Administrative Officer of Fiduciary Trust International, I am dedicated to seamlessly integrating our business operations with our core priorities. My focus lies in driving alignment across teams to enhance process efficiency and elevate the client experience.
By fostering a culture of continuous improvement, I work to ensure that our firm not only meets but exceeds the expectations of our clients, empowering them to achieve their financial goals with confidence.
I also oversee our tax services team, an in-house team of tax professionals that provides expert tax guidance to our clients.
My Experience
I serve on Fiduciary Trust International’s Executive, Management and Operating Committees and on the boards of Fiduciary Trust Company International and subsidiaries Fiduciary Trust International of Delaware and Fiduciary Trust International of California.
I also serve as Chairman of the firm’s Directors Trust Committee and Chairman, CEO and President of Fiduciary Trust International of the South.
Education
- Saint Peter’s College, Bachelor of Science in Accounting
- Seton Hall University, Master of Science in Taxation
Financial Credentials
I am a licensed CPA and CFP®, member of the American Institute of Certified Public Accountants and the New Jersey State Society of Certified Public Accountants.
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Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!