JOINED NORTHERN TRUST
- Master of Laws in Estate Planning, University Of Miami School Of Law
- Member of the Massachusetts State Bar
Brian is the Managing Director in Northern Trust's Greenwich, Connecticut office. In addition to overall responsibility for the Personal Financial Services business, he is also involved with the evaluation, design and oversight of clients' total financial plan, including asset allocation, investment program design, implementation and rebalancing tax issues, cash flow and debt management, retirement planning, compensation and benefit plan analysis, stock option planning, asset protection, family education, insurance design, legacy issues, charitable intentions and overall estate planning.
Brian has worked with numerous families to develop state-of–the–art wealth maximization plans through the use of family controlled entities, effective gift and estate planning, income tax planning, stock option planning and charitable planning.
Donovan spent the last five years as Regional Managing Director of the East Region in Northern Trust's Global Family & Private Investment Offices (GFO) group. GFO is a leading provider of asset servicing, technology, investment, banking, fiduciary and family office advisory services to family offices globally. In this role, he was responsible for overseeing an integrated team of specialists who deliver banking, investment and wealth transfer solutions within an asset servicing framework to Ultra High Net Worth families and family offices. Prior to that, Brian was Managing Director of our Greenwich, CT office.
Prior to joining Northern Trust, Brian was a Senior Manager in Ernst & Young's Personal Financial Services Group. He has significant experience with tax and wealth planning and transfer tax matters affecting entrepreneurs, executives and wealthy individuals. Brian's professional experience includes 4 years in the Trusts and Estate practice of Day Pitney law firm and over 5 years with Arthur Andersen, and a related entity, WTAS, Inc.