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Laura serves as Senior Trust Officer out of our New York office. She works closely with clients, their families, and advisors to help them navigate the complexities of trust and estate matters. Laura enjoys the challenge of developing creative solutions tailored to clients' unique needs and goals.

With over 35 years of experience at large financial bank and trust institutions, Laura's background spans numerous facets of wealth management, including financial planning, trust and estate services, retirement, and investment management. She brings extensive knowledge to the team, including trust and estate law, tax, fiduciary investing, regulation, compliance, and estate planning.

Education

  • Juris Doctor from St John’s University School of Law
  • Bachelor of Arts from Fordham University

Certifications

  • American Bankers Association Trust School
  • New York State Banker’s Association Trust School

Interests

Trust and Estate Law, Tax, Fiduciary Investing, and Estate Planning

Other Team Members

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