Expertise
Del works closely with clients and their legal, tax and insurance advisors. He develops, implements and manages comprehensive wealth strategies for individuals, families, foundations and trusts.
Experience
Del spent 24 years with Union Bank as a Portfolio Manager with HighMark Capital Management, a subsidiary of Union Bank and as a Trust Officer in their San Francisco Office. He began his career with Trust Services of America and Northern Trust. Del brings over 25 years of investment and fiduciary experience.
Joined Northern Trust
2016
Education
Bachelors of Science in Business Administration with an emphasis in Finance from Oregon State University.
Credentials
Chartered Financial Analyst (CFA). Certified Financial Planner (CFP). Certified Trust and Fiduciary Advisor (CTFA).