Focus Areas

John is responsible for overseeing the company’s tax department. The tax group is responsible for all client related tax information reporting, trust and personal income return tax preparation and gift tax return preparation. The tax group also works closely with other Fiduciary professionals to address our clients’ tax planning needs.

Experience

John has been with Fiduciary Trust since 1994, spending his entire professional career in various roles within the organization’s accounting and tax departments.

Personal

John lives on the North Shore with his wife and two daughters. He enjoys boating with family and friends, exercising, and being involved in his daughters’ activities.