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.