JOINED NORTHERN TRUST
- Law school at the University of Florida
- LLM (Master of Laws Degree) in Taxation from NYU’s School of Law
- Undergraduate degree in finance and an MBA with a concentration in legal studies from the University of Miami
- Attorney and a member of the Florida Bar and the New York State Bar Association
As managing director, he is responsible for a team of professionals who serve individuals, families, businesses, and institutions with comprehensive wealth management services incorporating investment management, trust and banking solutions.
He has experience assisting high-net-worth individuals and families to achieve their estate planning objectives while minimizing taxes and structuring their business interests. Before joining Northern Trust in 2017, he was a practicing attorney with offices in Stuart and Palm Beach Gardens, Florida. Prior to opening his own firm, he was a member of the private client practice of a large international law firm.
He is the Past President of the Martin County Estate Planning Council, and the Past President of the Education Foundation of Martin County.