In my role as Chief Fiduciary Officer and General Trust Counsel, I provide strategic advice to our trust, estate and planning teams to ensure that we are carrying out our obligations as a fiduciary and helping our clients articulate and achieve their wealth planning goals.
My experience
I have more than three decades of experience serving high-net-worth individuals and families. Prior to joining Fiduciary Trust International, I served as Director of Legacy Planning at SEI Investments Corporation.
I began my career at the law firm of Drinker Biddle and Reath, LLP where my practice encompassed estate and gift planning, litigation of estate and trust-related disputes and counseling of fiduciaries in the areas of trust and estate administration.
Education
- Villanova University Charles Widger School of Law, J.D., summa cum laude, Certificate in Estate Planning and LLM (Taxation)
- University of Virginia, B.A. in English
Legal credentials
- Admitted to practice law in Pennsylvania and is a member of the Probate and Trust Law Section of the Philadelphia Bar Association