I am an attorney who fell in love with the fascinating, challenging and occasionally exasperating world of serving the international high net worth (HNW) market, and have spent the past 30 years building, leading and growing global personal fiduciary businesses for industry leaders including JP Morgan, Goldman Sachs and Citigroup. I continue in that vein now as President of Northway Wealth Advisors, LLC, an independent provider of fiduciary guidance to family offices and individuals acting as trustee of personal trusts. I also personally serve as independent director, trustee, trust protector and as a mediator and expert witness on trust matters.
Accepting New Clients
Accepts Trusts/Business in Other States
Trustee, Trustee - Co-Trustee, Trustee - Coach / Consultant, Family Office Advisor
Types of Trusts / Specialties
500 Field Point Road Greenwich, Connecticut 06830