Focused on Fiduciary Excellence

I am a senior wealth and fiduciary services professional with experience in private banking, trust administration, and estate planning, advising high-net-worth and ultra-high-net-worth families on complex, multi-generational matters. With over 20 years of professional experience and Ivy League institutional training.  My work focuses on the careful stewardship of wealth, estate planning strong fiduciary governance, law and long-term client relationships.

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I currently serve as a Senior Trust Officer and Vice President within the Private Bank division of a global financial institution, where I oversee the administration of sophisticated trust and fiduciary structures. My responsibilities include managing revocable and irrevocable trusts, estate settlement engagements, and ongoing fiduciary accounts requiring sound judgement, discretion, and regulatory awareness.

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My professional focus includes trust administration, fiduciary governance, estate and incapacity planning, beneficiary relations, and intergenerational wealth transfer. I work closely with legal, tax, and investment advisers to ensure trusts are administered in accordance with governing instruments, applicable law, and the objectives of the families I serve. Clear communication and thoughtful decision-making are central to my approach.

I bring working knowledge of advanced planning strategies, including asset-based long-term care planning and coordinated legal and fiduciary solutions. I am committed to fiduciary duty, risk management, and regulatory compliance, and I continue to develop my expertise within UK and international fiduciary practice and STEP-aligned standards.