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.
Listed skills include Wealth Management, Estate Planning, High Net Worth Individuals, Financial Services, and 46 others.