My Experience

I joined Fiduciary Trust International from Bank of America Private Bank in New York, where I was a Managing Director and Regional Fiduciary Advisor in the Office of Chief Fiduciary, responsible for the review and approval of new fiduciary appointments across multiple regions of the country, and provided client-facing teams with advice, guidance, and training on fiduciary issues and internal procedure. There I held an additional role as the point of contact and advisor for international issues affecting trust accounts.  

Prior to joining the Private Bank, I was a private practice trusts and estates attorney for over two decades. The foundation of my career was formed in the Private Clients Group of White & Case LLP and the Personal Representation Department of Paul, Weiss, Rifkind, Wharton & Garrison LLP, both in New York, before moving my practice to Nassau County.  

I have represented individuals, couples, families, business owners and qualified charitable organizations in achieving their estate planning, trust and estate administration and philanthropic goals.

I am a panel member and qualified chairperson of the Surrogate Decision-Making Committee program for the New York State Justice Center for the Protection of People with Special Needs and a former member of the Catholic Charities Volunteer Lawyers' Initiative, Diocese of Rockville Center and founder of a Wills Clinic at the Day AIDS Treatment Center in Freeport, New York.

Education

• St. John's University School of Law; Juris Doctor, cum laude; Member, St. John's Law Review
• Fordham University, Bachelor of Arts, English; Student-Athlete, NCAA Division I Softball

Legal Credentials

• Admitted to the bar in the State of New York
• Member, New York State Bar Association, Trusts and Estates Section, Committees on Diversity, Tax, Ethics, Legislation, Multistate Estate Planning, International Estate Planning and Estate and Trust Administration