Jonathan Connolly, Aif®, Atfa Email and Phone Number
Trust & Estates senior executive with a distinguished track record of sustained success with over 30 years of progressive financial and fiduciary experience. I focus on authentic engagement with team members, have a passion for developing future leaders and distinguished success in creating business initiatives which achieve profitable results. Highly successful in leading national financial organizations, trust administration and middle office teams with an aligned focus and commitment to deliver a premier client experience. My areas of leadership excellence reside primarily in trust & estate execution, business succession planning, Financial Advisor consulting and business development training, Family Advisory and Family Office consulting, Next Gen planning, Institutional Trust buildout and deployment, and middle office operational enhancements.Additional expertise includes:1) Developing High-performing teams and talent - sourcing, building, motivating and empowering2)Relationship/Strategic Alliances - cultivating, enhancing, leveraging & retaining3)Business Intelligence/Turnaround & Transformation4)Cost-Management/Reduction5)Cross-Division Leadership Collaboration6)Go-to-Market Strategy7)Performance Measurements - Design and Execution
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President And Chief Operating OfficerWealth Advisors Trust CompanyClarksboro, Nj, Us
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PresidentWealthspire Trust Jun 2024 - Present -
Managing Director, Head Of TrustWealthspire Advisors Oct 2022 - PresentNew York, Ny, Us -
Senior Vice President, Managing Director Of Fiduciary Sales And Client EnablementComerica Bank Oct 2018 - Sep 2022Dallas, Tx, UsOversaw the Middle Office Administration, New Business and Institutional Operations teams across Comerica Bank & Trust, NA. Led the marketing, branding and business development for personal trust sales for Comerica Bank & Trust NA, Alliance Division. With a team of 12 Trust Specialists, located throughout the US, Comerica Bank and Trust is the pioneer of 3rd party trust service. Since 1994, we have been providing Financial Advisors the ability to custody and manage their clients relationships while Comerica serves as the corporate fiduciary. We offer turn-key solutions from Estate Settlement services to transition planning for Business Owners. With the added benefit of though leadership expertise in the real estate, closely held assets and SNT arena, there is a reason why Comerica Bank & Trust is continually relied upon by our Alliance partners at firms like UBS, Morgan Stanley, Wells Fargo, RBC, Fidelity, Pershing and several others to retain and grow their client base. -
Managing Director Of Fiduciary Sales & Strategy, Comerica TrustComerica Bank Oct 2018 - Sep 2022Dallas, Tx, Us
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Executive Director, Head Of Ubs Trust Solutions, North AmericaUbs Sep 2015 - Oct 2018Zurich, ChLed the marketing and consultative message of trust structures to Private Wealth and Wealth Management Financial Advisors within UBS. Primary goal was to provide extensive financial coaching experience along with corporate and personal trust experiece for new and existing clients of the firm. Through coordinated efforts within the open architecture platform of trust providers, our team of fiduciary consultants provided "Advice Beyond Investing, for HNW and UHNW clients with corporate trustee needs. Built up the 3rd party trust platform with 6 trust company providers and over $8B in assets under administration within the UBS wealth channels. -
Sr. Lead Trust Consultant, Alliance ChannelRbc Wealth Management - Estate And Trust Services Jan 2013 - Sep 2015Toronto, Ontario, CaWith over 18 years of corporate and personal trust experience, I provide my partners with the expertise, commitment to excellence and responsiveness they expect from a trusted advisor. I provide an extensive consultative approach in the development and transition of personal and corporate trust structures within the Alliance channel of RBC Trust Company (Delaware) Ltd. My partnerships and strong relationships include estate planning specialists, wealth management consultants, and Financial Advisors at Morgan Stanley, UBS, Fidelity, Hightower, Ayco, Lincoln Financial and Janney Montgomery Scott.I have extensive expertise in Delaware trust structures, Asset Protection trusts, charitable trusts, Pre-Need and cemetery trusts, GRAT's, QTIP's, Special Needs and Guardianship, Custody, Reinsurance and Escrow arrangements. -
Internal Investment ConsultantDelaware Investments, A Member Of The Macquarie Group Sep 2011 - Dec 2012Sydney, Nsw, AuWholesaler for Delaware Investments Group. -
Vice President, Treasury Management ConsultantPnc Mar 2008 - Aug 2011Pittsburgh, Pennsylvania, UsManaged the Treasury Management efforts in the Bucks, South Jersey and Shore region for PNC Bank. -
Vice President - Treasury Mgmt Product Manager/Fiduciary Trust Division HeadTd Bank Group Jul 1993 - Feb 2008Toronto, Ontario, CaDeveloped and led the Fiduciary and Corporate Trust Business Channel of Commerce Bank, 2004-2008. Developed the Proposal Generation team within Cash Management, 2001-2004. Cash Mgmt Consultant for Mercer, Gloucester and Burlington counties, 1997-2001.
Jonathan Connolly, Aif®, Atfa Education Details
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Rowan UniversityPre-Law -
Main Line Paralegal InstituteAnd Securities Law
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Edgewood High School
Frequently Asked Questions about Jonathan Connolly, Aif®, Atfa
What company does Jonathan Connolly, Aif®, Atfa work for?
Jonathan Connolly, Aif®, Atfa works for Wealth Advisors Trust Company
What is Jonathan Connolly, Aif®, Atfa's role at the current company?
Jonathan Connolly, Aif®, Atfa's current role is President and Chief Operating Officer.
What schools did Jonathan Connolly, Aif®, Atfa attend?
Jonathan Connolly, Aif®, Atfa attended Rowan University, Main Line Paralegal Institute, Edgewood High School.
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