As the Director, Trust Administration, I provide fiduciary oversight in the administration of various types of trusts and other fiduciary investment management accounts. I also advise families on wealth transfer strategies and assists them in the creation and implementation of personal trusts.
My Experience
I have spent my career in private practice and corporate fiduciary work for a combined 20 years of experience in trust administration and planning.
Education
- Marist College, B.A. in English and Communication, cum laude
- Georgetown University Law Center, LL.M. in Taxation, with Honors and Distinction
- Seton Hall University School of Law, J.D.
Let's talk
Upcoming Events
12
Jan
The 60th Annual Heckerling Institute on Estate Planning
Please visit us at Booth #323.
We look forward to connecting with you in Orlando!