David is a Trust Officer
based in our New York office. He focuses on managing
guardianships/conservatorships and special/supplemental needs trusts. David
prioritizes client relationships by listening and gathering information to
understand each client’s needs and goals. He guides them through the
administrative process and works with families to create financial
plans aligned with their needs within the applicable trust agreement.
Additionally, he has experience with various fiduciary account types, including
irrevocable and revocable trusts, Individual Retirement Accounts, and
investment management accounts. Prior to joining Midland Trust Company, David
spent 20 years as a Trust Officer at two large financial institutions.
Education
- Juris Doctor from St. John’s University School of Law
- Graduate of Colgate University
Advanced Training
- Completed New York
State Banker’s Association Trust School, Estate School and Tax School
Interests
Membership
- Planned Giving Committee at
Colgate University for over a decade
Volunteerism
- David is active in his community and volunteers with youth sports
- Current President of the Board of Directors for Wilton Little League
Other Team Members
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