Focus Area
Bob is responsible for preparing Fiduciary’s estate and generation-skipping tax returns with the Trust & Estate Legal Team. He works closely with our T&E lawyers and other Fiduciary professionals to address our clients’ estate settlement needs and continuing trust funding requirements. Bob takes great satisfaction when seeing our clients’ estate planning expectations and objectives are executed precisely as planned.
Experience
Bob has been with Fiduciary Trust since 1979, spending his entire professional career in various roles within the organization’s Cash Management, Accounting and T & E Legal departments.
Personal
Bob lives in Northbridge, MA and has three daughters and four grandchildren. Outside of work, he enjoys playing competitive golf, attending concerts and sporting events and spending time with his family.
