Dave joins Northern Trust as Senior Vice President and National Trust Specialist. With 27 years of experience in the trust, wealth, and estate management industries, Dave is dedicated to serving the complex needs of all those seeking expert advice on ways to leverage the most tax-advantaged jurisdictions in the United States, with the goal to preserve multi-generational wealth for high net worth individuals and families.
Dave is a highly respected Trust Attorney from Gordon, Fournaris & Mammarella, P.A. (GF&M), where he primarily focused on the unique aspects of Delaware trust law, which included directed trusts, dynasty trusts, asset protection trusts, and Delaware Statutory Trusts. Prior to practicing law with GF&M, Dave enjoyed 25 years with J.P. Morgan. There he began his career as a trust officer, and excelled within the firm to ultimately serve as Managing Director & President of J.P. Morgan Trust Company of Delaware. His responsibilities included client relationship management, wealth advisory, strategic planning, business development, marketing, business governance and compliance. Also during his tenure, Dave created and served as chief presenter of the “Delaware Trust Advantage,” an insightful marketing presentation for trust attorneys, delivered nationwide.
Dave holds a JD from The University of North Carolina School of Law and an M.B.A. from The University of Miami. Dave also earned a Certified Financial Planning® designation and is a member of the Society of Trusts and Estates Practitioners (STEP), the Estate Planning Council of Delaware, and the Wilmington Tax Group. He is a member of the New York and Pennsylvania bars, and an Associate Member of the Delaware Bar.