Editor of a family history book. Compiled and organized over 50 years of research into 250-page book tracing my paternal family lines back to late 1500's.

Wealth Advisor in Glenmede's Washington DC office serving high net worth clients and families with a full range of financial services, including financial planning, estate plan review, and next generation education. Recently voted one of Washingtonian Magazine's "Best Financial Advisers."

I work closely with clients and their advisors to help them understand the message and purpose of their wealth in their lives and for future generations. In 2005, I helped to found The Northern Trust Company of Delaware and promoted Delaware trust services to high net worth clients throughout the United States and around the world. In February of 2011, I transferred to the Northern Trust office on the Island of Guernsey to set up and manage off-shore trust structures for high net worth clients. In May of 2012, I transferred to the Northern Trust office in Washington DC to join a comprehensive service team offering financial planning, private banking, trust and estate planning, and investment management to clients chiefly in the DC metro and Mid-Atlantic region.

Directed and managed fundraising efforts to reach annual and capital campaign goals. Created and managed networks of leaders and donors to identify, cultivate and solicit major gifts of $25,000 to over $1 million.

Preparation of estate plans, administration of estates, and preparation of tax returns.