Dan Fitzpatrick

Dan Fitzpatrick Email and Phone Number

Fiduciary (Trust & Estate) Advisor | Expert Witness | Mediator | Master Certified Independent Trustee | Attorney | Essayist @ Northway Wealth Advisors, LLC
Dan Fitzpatrick's Location
New York City Metropolitan Area, United States, United States
About Dan Fitzpatrick

I am an attorney who fell in love with the fascinating, challenging and occasionally exasperating world of serving the international high net worth (HNW) market, and have spent the past 30 years building, leading and growing global personal fiduciary businesses for industry leaders including JP Morgan, Goldman Sachs and Citigroup. I continue in that vein now as President of Northway Wealth Advisors, LLC, an independent provider of fiduciary guidance to family offices and individuals acting as trustee of personal trusts. I also personally serve as independent director, trustee, trust protector and as a mediator and expert witness on trust matters. I strive to be known as a faithful fiduciary and trusted steward, a values-driven individual and good listener whose advice and discretion are and have been appreciated by individuals and families of significant wealth through multiple market cycles and across generations. I've long enjoyed serving on corporate and non-profit boards and in leadership positions with professional organizations.Along the way, I've discovered a passion for writing. I serve pro bono on the Editorial Board of our local weekly newspaper and regularly write columns in the vein of what I've captioned "Common Sense Cultural Commentary."For sport, I enjoy skiing with my family and fly-fishing (angling), the latter mostly to the entertainment of the fish.

Dan Fitzpatrick's Current Company Details
Northway Wealth Advisors, LLC

Northway Wealth Advisors, Llc

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Fiduciary (Trust & Estate) Advisor | Expert Witness | Mediator | Master Certified Independent Trustee | Attorney | Essayist
Dan Fitzpatrick Work Experience Details
  • Northway Wealth Advisors, Llc
    President
    Northway Wealth Advisors, Llc Jan 2017 - Present
    Greenwich, Connecticut, Us
    Northway Wealth Advisors is an independent boutique providing objective, expert fiduciary advice and assistance to wealthy individuals, families and their related charitable entities, as well as mediation and expert witness services in support of fiduciary-related dispute resolution. www.northwaywealth.com
  • Dominion Fiduciary
    Vice Chairman, Global Head Of Trust
    Dominion Fiduciary Jun 2018 - Jun 2019
    St Helier, Jersey, Gb
  • Webster Bank
    Evp & Head Of Webster Private Bank
    Webster Bank Oct 2012 - Aug 2016
    Stamford, Ct, Us
  • Bny Mellon
    Regional Managing Director
    Bny Mellon Oct 2010 - Oct 2012
    New York, Ny, Us
  • Samoset Capital Group Llc
    Partner & Managing Director
    Samoset Capital Group Llc Sep 2008 - Oct 2010
    Us
  • Citigroup
    Managing Director & Global Head Of Citi Trust
    Citigroup Aug 2005 - Aug 2008
    New York, New York, Us
  • Goldman Sachs
    Managing Director & Founder/Ceo Of The Goldman Sachs Trust Company
    Goldman Sachs May 2000 - Aug 2005
    New York, New York, Us
  • Jp Morgan
    Managing Director & Head Of Global Fiduciary Management
    Jp Morgan Jan 1992 - May 2000
    New York, Ny, Us
  • Davis Polk & Wardwell
    Attorney
    Davis Polk & Wardwell Aug 1983 - Jan 1992
    New York, Ny, Us

Dan Fitzpatrick Skills

Wealth Management Estate Planning High Net Worth Individuals Financial Services Investments Private Banking Wealth Management Services Banking Portfolio Management Investment Management Strategic Financial Planning Securities Fiduciary Services Asset Management Finance Mergers And Acquisitions Capital Markets Alternative Investments Financial Advisory Investment Advisory Private Equity Leadership Equities Financial Planning Management Hedge Funds Asset Allocation Trust Services Corporate Finance Investment Strategies Fixed Income Trusts Asset Managment Mortgage Lending Venture Capital Corporate Law Family Office Private Foundations Wealth Transfer Planning Tax Philanthropy Deal Structuring Relationship Building P&l Management Communication Writing Confidentiality Fiduciary Strategy Global Fiduciary Management Columnist

Dan Fitzpatrick Education Details

  • Vanderbilt University Law School
    Vanderbilt University Law School
    Law
  • Dartmouth College
    Dartmouth College
    Government (High Distinction)

Frequently Asked Questions about Dan Fitzpatrick

What company does Dan Fitzpatrick work for?

Dan Fitzpatrick works for Northway Wealth Advisors, Llc

What is Dan Fitzpatrick's role at the current company?

Dan Fitzpatrick's current role is Fiduciary (Trust & Estate) Advisor | Expert Witness | Mediator | Master Certified Independent Trustee | Attorney | Essayist.

What is Dan Fitzpatrick's email address?

Dan Fitzpatrick's email address is df****@****ank.com

What is Dan Fitzpatrick's direct phone number?

Dan Fitzpatrick's direct phone number is +186063*****

What schools did Dan Fitzpatrick attend?

Dan Fitzpatrick attended Vanderbilt University Law School, Dartmouth College.

What skills is Dan Fitzpatrick known for?

Dan Fitzpatrick has skills like Wealth Management, Estate Planning, High Net Worth Individuals, Financial Services, Investments, Private Banking, Wealth Management Services, Banking, Portfolio Management, Investment Management, Strategic Financial Planning, Securities.

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