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Greenwich
165 Mason Street1st Floor
Greenwich Connecticut 06830
Phone: +1-203-863-1400
Fax: +1-203-863-1422
Hours:
Monday - Friday:
8:30 a.m. to 5:00 p.m.
8:30 a.m. to 5:00 p.m.
Saturday, Sunday and Holidays:
Closed
Closed
Teller Services
Monday - Friday:
8:30 a.m. to 5:00 p.m.
8:30 a.m. to 5:00 p.m.
Saturday, Sunday and Holidays:
Closed
Closed
Financial Services Representative
Monday - Friday:
8:30 a.m. to 5:00 p.m.
8:30 a.m. to 5:00 p.m.
Saturday, Sunday and Holidays:
Closed
Closed
Services.
Below is our list of services offered by this office.
John F. Hoffman
President – Greater New York Region
John F. Hoffman
President – Greater New York Region
John Hoffman was appointed President of the Greater New York Region in March 2013. He is responsible for managing all aspects of the market, which includes Northern Trust’s New York City and Greenwich, CT offices. Hoffman’s responsibilities encompass client service, talent management, new business development and brand awareness. Previously, Hoffman was Managing Director and President of the New York office. He joined Northern Trust in 2003 as a wealth advisor specializing in financial, estate, investment and tax planning for high-net-worth individuals, senior executives and wealthy families.
Before joining Northern Trust, John worked at the US Trust Company for eight years, where he served as a Senior Vice President in its high-net-worth planning group. Prior to that, he worked at AYCO Company LP as a Senior Financial Planner and as a member of the firm’s investment planning committee.
Hoffman holds an MBA and a BBA from Hofstra University. He also received his CIMA designation from the University of Pennsylvania’s Wharton School and his CPWA designation from the University of Chicago. Hoffman is a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA) and sits on the editorial advisory board for the IMCA publication Investments and Wealth Monitor. He is also active with the New York Public Library.
Before joining Northern Trust, John worked at the US Trust Company for eight years, where he served as a Senior Vice President in its high-net-worth planning group. Prior to that, he worked at AYCO Company LP as a Senior Financial Planner and as a member of the firm’s investment planning committee.
Hoffman holds an MBA and a BBA from Hofstra University. He also received his CIMA designation from the University of Pennsylvania’s Wharton School and his CPWA designation from the University of Chicago. Hoffman is a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA) and sits on the editorial advisory board for the IMCA publication Investments and Wealth Monitor. He is also active with the New York Public Library.
Brian Donovan
Managing Director
Brian Donovan
Managing Director
Brian is the Wealth Advisor and Managing Director in Northern Trust's Connecticut office and is responsible for the evaluation, design and oversight of clients' total financial plan, including asset allocation, investment program design, implementation and rebalancing; tax issues, cash flow and debt management, retirement planning; compensation and benefit plan analysis, stock option planning, asset protection, family education, insurance design, legacy issues, charitable intentions and overall estate planning.
Most recently, Brian was a Senior Manager in Ernst & Young's Personal Financial Services Group. He has significant experience with tax and wealth planning and transfer tax matters affecting entrepreneurs, executives and wealthy individuals. He has worked with numerous families to develop state-of-the-art wealth maximization plans through the use of family controlled entities, effective gift and estate planning, income tax planning, stock option planning and charitable planning. Brian's professional experience includes 4 years in the Trusts and Estate practice of Day Pitney law firm and over 5 years with Arthur Andersen, and a related entity, WTAS, Inc.
Brian graduated from Suffolk University Law School and received his Master of Laws in Estate Planning from the University of Miami School of Law.
Brian is admitted to practice law in the Commonwealth of Massachusetts.
Most recently, Brian was a Senior Manager in Ernst & Young's Personal Financial Services Group. He has significant experience with tax and wealth planning and transfer tax matters affecting entrepreneurs, executives and wealthy individuals. He has worked with numerous families to develop state-of-the-art wealth maximization plans through the use of family controlled entities, effective gift and estate planning, income tax planning, stock option planning and charitable planning. Brian's professional experience includes 4 years in the Trusts and Estate practice of Day Pitney law firm and over 5 years with Arthur Andersen, and a related entity, WTAS, Inc.
Brian graduated from Suffolk University Law School and received his Master of Laws in Estate Planning from the University of Miami School of Law.
Brian is admitted to practice law in the Commonwealth of Massachusetts.