Focus Areas
John concentrates his practice on delegated and directed trust structures, working closely with co-trustees, professional advisors, and beneficiaries across a broad range of complex trust matters. He serves as an expert resource for partners, balancing technical trust administration with practical solutions that deepen relationships. John is recognized for his analytical approach, professionalism, and commitment to administering trusts in accordance with both fiduciary standards and client intent.
Experience
Prior to joining Fiduciary, John worked at a national trust organization where he served as a Vice President & Trust Advisor, offering fiduciary services for directed and delegated trusts with Morgan Stanley, UBS, and other broker dealer platforms. Earlier in his career, John held various trust and relationship management roles with Community Bank & Trust Services, HSBC and Citibank.
Personal
Outside of the office, John and his wife are outdoors enthusiasts and conservationists. They enjoy flyfishing, hiking, and exploring the mountains and waterways of the Northeast. John also values fitness, a round of golf, and skiing in the winters.
