Occupation: Trust Counsel and Managing Director
Company: Fiduciary Trust Company International of Pennsylvania
Born: Shaker Heights, Ohio
Education:
JD, University of Florida, Cum Laude (1987)
BA in Classical Languages and Literature, University of Michigan, Cum Laude (1982)
Career:
Trust Counsel, Managing Director, Fiduciary Trust Company International of Pennsylvania, Radnor, PA (2023-Present)
Senior Vice President, Estate Services, Senior Regional Fiduciary Manager, Wells Fargo Wealth and Investment Management (2021-2023)
Senior Vice President, Trust Services, Senior Regional Fiduciary Manager, Wells Fargo, Philadelphia, PA (2012-2021)
First Vice President, Senior, National and Managing Director, Specialized Fiduciary Services, BNY Mellon Wealth Management, Philadelphia, PA (1997-2012)
Senior Associate, Blank Rome LLP, West Palm Beach, FL (1996-1997)
Associate, K&L Gates, Miami, FL and Pittsburgh, PA (1988-1996)
Civic:
President, Philadelphia Estate Planning Council (2009-2010); With, Pittsburgh Aids Task Force (PATF); Sunday School Teacher, Sewickley Presbyterian Church; Wills for Heroes; Elder, Sewickley Presbyterian Church; With, Pro bono activities
Creative Works:
Presenter, “How Banks and Other Fiduciary/Financial Institutions Protect Vulnerable Individuals,” FTCI-PA (2025); Author, “Transformative Pro Bono Experiences,” The Philadelphia Lawyer (2024); Presenter, “When Good Gifts Go Bad: Examples and Lessons Learned,” FTCI-PA (2024); Presenter, “Pet Trusts: The Humane Way to Care for Your Animal(s) When You Can’t,” FTCI-PA (2024); Presenter, “Too Cool for School? Section 529 Plans and Estate Planning,” FTCI-PA (2024); Co-author, with Bartels, Susan, “Planning for Vulnerable Individuals,” The International Family Offices Journal (2023); Presenter, “Dealing with Financial Institutions in Estates and Elder Law,” co-presented, PBI (2022); Author, “Ethical Implications of Digital Assets: What You Need to Know,” Probate and Trust Law Section Quarterly Newsletter (2019); Author, “Choosing Fiduciaries,” Estate Planning in Pennsylvania (2019); Author, “The Uniform Fiduciary Access to Digital Assets Act: The Information Superhighway Now Has HOV Lanes for Fiduciaries,” Probate and Trust Section Quarterly Newsletter (2014); Author, “My Story: I fought for families of foreign victims killed on 9/11,” KIPLINGER’S PERSONAL FINANCE (2004); Online Publication, ThinkAdvisor, The International Family Offices Journal; Associate Editor, University of Florida Law Review
Achievements:
Featured in Kiplinger’s Personal Finance (2004)
Awards:
Recipient, Social Media Bar Star Award, Philadelphia Bar Association (2023)
Memberships:
Co-chair, In-House Counsel Committee, Philadelphia Bar Association (2024); Elected At Large Member, Philadelphia Bar Association (2021-2023); Chair, Probate and Trust Law Section, Philadelphia Bar Association (2020); Member, Executive Council, Philadelphia Bar Association (2012-2020); Section Representative, Philadelphia Bar Association (2014-2016); Member, Board of Governors, Section Representative, Philadelphia Bar Association (2014-2015); Member, Board of Directors, Philadelphia Estate Planning Council (2002-2011); President, Philadelphia Estate Planning Council (2009-2010); Member, Philadelphia Bar Association
Religion:
Christian
Family:
Married: Julie
Two Children
One Sibling
Hobbies:
Spending time with family; Buying cars with his spouse; Crossword puzzles; Reading; Going to movies; Going to concerts
