- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As managing director, he is responsible for a team of professionals who serve individuals, families, businesses, and institutions with comprehensive wealth management services incorporating investment management, trust and banking solutions.
Experience
He has experience assisting high-net-worth individuals and families to achieve their estate planning objectives while minimizing taxes and structuring their business interests. Before joining Northern Trust in 2017, he was a practicing attorney with offices in Stuart and Palm Beach Gardens, Florida. Prior to opening his own firm, he was a member of the private client practice of a large international law firm.
Community Involvement
He is the Past President of the Martin County Estate Planning Council, and the Past President of the Education Foundation of Martin County.
Joined Northern Trust
2017
Education
Law school at the University of Florida. LLM (Master of Laws Degree) in Taxation from NYU’s School of Law. Undergraduate degree in finance and an MBA with a concentration in legal studies from the University of Miami.
Credentials
Attorney and a member of the Florida Bar and the New York State Bar Association
Stuart
Cash Services Available | No ATM
2201 SE Kingswood Terrace
Stuart, Florida 34996