Mark B. Bartram, Esq.
AeroLeads people directory · profile

Mark B. Bartram, Esq. Email & Phone Number

Deputy General Counsel and Compliance Director at Sheehan Phinney Bass & Green PA
Location: Boston, Massachusetts, United States 7 work roles 2 schools
1 work email found @lwcotrust.com 2 phones found area 603 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@lwcotrust.com
Direct phone (603) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sheehan Phinney Bass & Green PA
Role
Deputy General Counsel and Compliance Director
Location
Boston, Massachusetts, United States
Company size
155 employees

Who is Mark B. Bartram, Esq.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mark B. Bartram, Esq. is listed as Deputy General Counsel and Compliance Director at Sheehan Phinney Bass & Green PA, a company with 155 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at lwcotrust.com, phone signal with area code 603, and a matched LinkedIn profile for Mark B. Bartram, Esq..

Mark B. Bartram, Esq. previously worked as Director of Compliance and Deputy General Counsel at Hemenway Trust Company Llc and Associate General Counsel and Wealth Strategist at Loring, Wolcott & Coolidge Trust, Llc. Mark B. Bartram, Esq. holds Jd, Law from Vermont Law And Graduate School.

Company email context

Email format at Sheehan Phinney Bass & Green PA

This section adds company-level context without repeating Mark B. Bartram, Esq.'s masked contact details.

*@lwcotrust.com
68% confidence

AeroLeads found 1 current-domain work email signal for Mark B. Bartram, Esq.. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Mark B. Bartram, Esq.

I am a skilled regulatory compliance attorney with extensive experience providing legal counsel and leadership management identifying and managing internal and external risk exposure, ensuring organizational readiness, and delivering practical and effective solutions.I have extensive experience identifying and analyzing potential risk exposure with proven success in delivering solutions, enhancing processes, and creating a competitive edge. My skills include a solid background in providing comprehensive legal advice and collaborating across departments to improve efficiencies along with strong leadership skills and an established ability to think creatively and act quickly and practically.After practicing as a Trusts and Estates attorney with private clients for eight years with law firms in South Carolina and Washington, D.C., I decided to trade in my planning and drafting skills in order to become more directly involved in the process of personally educating clients in developing strategies and delivering solutions designed to mitigate taxes, preserve wealth, protect assets, and carry out charitable giving objectives and legacy planning goals.Following graduation from the University of Vermont in 1994 with a Bachelor’s degree in Political Science, I served in the United States Coast Guard and later worked for U.S. Senator James M. Jeffords of Vermont before earning my J.D. at Vermont Law School in 2003.

Listed skills include Estate Planning, Trusts, Estate Administration, Estate Law, and 20 others.

Current workplace

Mark B. Bartram, Esq.'s current company

Company context helps verify the profile and gives searchers a useful next step.

Sheehan Phinney Bass & Green PA
Sheehan Phinney Bass & Green Pa
Deputy General Counsel and Compliance Director
Manchester, New Hampshire, United States
Website
sheehan.com
Employees
155
AeroLeads page
Company profile
View company profile Email format
7 roles

Mark B. Bartram, Esq. work experience

A career timeline built from the work history available for this profile.

Director Of Compliance And Deputy General Counsel

Current
Hemenway Trust Company Llc

Salem, New Hampshire, US

  • Advise the Company on best practices and ensure that it complies with anti-money laundering, Bank Secrecy, Ethics, and Anti-Corruption regulations and fiduciary standards.
  • Regulatory Compliance Director responsible for implementing state and federal law, oversight and supervision of internal and external audits and regulatory exams.
  • Conduct legal and tax research, identify, and analyze fiduciary risk and compliance issues, oversee pre-acceptance reviews of predecessor trustee conduct, and trust termination audits to identify and mitigate or.
  • Manage a team of Trust Administration Professionals in understanding and interpreting trust instruments and working with advisors and internal partners to manage and grow trusted relationships.
Aug 2021 - Present

Associate General Counsel And Wealth Strategist

Loring, Wolcott & Coolidge Trust, Llc

Boston, MA, US

  • Consult with clients developing estate and business succession plans, and other mechanisms to mitigate taxes, preserve and protect assets, and carry out charitable giving objectives and legacy planning goals.
  • Deliver tax and estate planning solutions to highly sophisticated domestic and international high net worth and ultra-high net worth clients involving family wealth succession including grantor retained trusts.
  • Conduct legal and tax research, identify and analyze fiduciary risk and compliance issues, oversee pre-acceptance reviews of predecessor trustee conduct, and trust termination audits to identify and mitigate or resolve.
  • Provide legal counsel to professional individual trustees, family office staff, and financial services and wealth management firm on tax, fiduciary administration, risk, and compliance matters.
Jan 2017 - Aug 2021

Fiduciary Counsel

Charter Trust
  • Served as in-house counsel advising Trust Company on fiduciary risk management and trust administration matters, adopting best practices, identifying, analyzing and managing risk and regulatory compliance issues..
  • Drafted and reviewed firm policies, procedures, client and vendor contracts, and license agreements.
  • Delivered tax and wealth transfer solutions designed to preserve and protect client wealth and achieve family wealth transfer objectives. Attended prospective client meetings and business development initiatives as.
  • Director of Wealth Services supervising and managing Trust Officers and Administrators and Chair of the firm’s Trust and Discretionary Action Committee.
Nov 2011 - Nov 2016

Estate Planning Attorney

Paley Rothman

Bethesda, US

  • Trusts and Estates Attorney with private practice law firm representing U.S. citizens, non-U.S. citizens and foreign nationals in the design and execution of sophisticated tax and estate planning strategies.
  • Handled all aspects of the technical drafting, execution, and implementation of complex estate planning strategies.
Jul 2005 - Nov 2011

Estate Planning Attorney

Mcnair Law Firm

Columbia, South Carolina, US

  • Drafted technical estate planning and incapacity documents.
  • Advised individual fiduciaries in estate and trust administration.
  • Coordinated and supervised preparation of federal and state estate tax returns collaborating with accountants, financial planning principals, brokers, wealth management firms and trust companies.
Jun 2003 - Jul 2005

Quartermaster

U.S. Coast Guard

Washington, DC, US

Quartermaster with Top Secret Security Clearance responsible for shipboard navigation, communications, and protocol. Last assigned to Coast Guard Headquarters Command Center, Washington, D.C.

May 1994 - May 2000
Team & coworkers

Colleagues at Sheehan Phinney Bass & Green PA

Other employees you can reach at sheehan.com. View company contacts for 155 employees →

CC Christopher Candon Christopher Candon Colleague at Sheehan Phinney Bass & Green Pa Manchester, New Hampshire, United States, United States View → CM Charles M. Waters Charles M. Waters Colleague at Sheehan Phinney Bass & Green Pa Boston, Massachusetts, United States, United States View → MW Megan Walsh Megan Walsh Colleague at Sheehan Phinney Bass & Green Pa Manchester, New Hampshire, United States, United States View → ML Michael Lambert Michael Lambert Colleague at Sheehan Phinney Bass & Green Pa Boston, Massachusetts, United States, United States View → AP Auntie P. Auntie P. Colleague at Sheehan Phinney Bass & Green Pa United States, United States View → AE Andrew Eills Andrew Eills Colleague at Sheehan Phinney Bass & Green Pa Concord, New Hampshire, United States, United States View → CP Coleen Penacho Coleen Penacho Colleague at Sheehan Phinney Bass & Green Pa Portsmouth, New Hampshire, United States, United States View → EK Eva K Hackett Eva K Hackett Colleague at Sheehan Phinney Bass & Green Pa Manchester, New Hampshire, United States, United States View → PC Pete Cowan Pete Cowan Colleague at Sheehan Phinney Bass & Green Pa Manchester, New Hampshire, United States, United States View → CC Caroline Camp Caroline Camp Colleague at Sheehan Phinney Bass & Green Pa New London, Connecticut, United States, United States View →
2 education records

Mark B. Bartram, Esq. education

Jd, Law

Vermont Law And Graduate School

B.A., Political Science

University Of Vermont
FAQ

Frequently asked questions about Mark B. Bartram, Esq.

Quick answers generated from the profile data available on this page.

What company does Mark B. Bartram, Esq. work for?

Mark B. Bartram, Esq. works for Sheehan Phinney Bass & Green PA.

What is Mark B. Bartram, Esq.'s role at Sheehan Phinney Bass & Green PA?

Mark B. Bartram, Esq. is listed as Deputy General Counsel and Compliance Director at Sheehan Phinney Bass & Green PA.

What is Mark B. Bartram, Esq.'s email address?

AeroLeads has found 1 work email signal at @lwcotrust.com for Mark B. Bartram, Esq. at Sheehan Phinney Bass & Green PA.

What is Mark B. Bartram, Esq.'s phone number?

AeroLeads has found 2 phone signal(s) with area code 603 for Mark B. Bartram, Esq. at Sheehan Phinney Bass & Green PA.

Where is Mark B. Bartram, Esq. based?

Mark B. Bartram, Esq. is based in Boston, Massachusetts, United States while working with Sheehan Phinney Bass & Green PA.

What companies has Mark B. Bartram, Esq. worked for?

Mark B. Bartram, Esq. has worked for Sheehan Phinney Bass & Green Pa, Hemenway Trust Company Llc, Loring, Wolcott & Coolidge Trust, Llc, Charter Trust, and Paley Rothman.

Who are Mark B. Bartram, Esq.'s colleagues at Sheehan Phinney Bass & Green PA?

Mark B. Bartram, Esq.'s colleagues at Sheehan Phinney Bass & Green PA include Christopher Candon, Charles M. Waters, Megan Walsh, Michael Lambert, and Auntie P..

How can I contact Mark B. Bartram, Esq.?

You can use AeroLeads to view verified contact signals for Mark B. Bartram, Esq. at Sheehan Phinney Bass & Green PA, including work email, phone, and LinkedIn data when available.

What schools did Mark B. Bartram, Esq. attend?

Mark B. Bartram, Esq. holds Jd, Law from Vermont Law And Graduate School.

What skills is Mark B. Bartram, Esq. known for?

Mark B. Bartram, Esq. is listed with skills including Estate Planning, Trusts, Estate Administration, Estate Law, Tax, Wills, Wealth, and Charitable Trusts.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.