Personal Trusts & Estates Business Expert Witness

Expert Qualifications

This highly-qualified expert has over 40 years of experience in the area of domestic and offshore personal trusts. He received his BS in business administration from Northeastern University before earning his MS in management concentration from the Alfred P. Sloan School of Management at MIT. This expert worked with Citigroup for nearly 30 years, serving in a variety of roles including lending officer, vice president of the institutional recovery management department, senior risk manager, chief fiduciary officer, and chief trust officer. At Citigroup, he had full fiduciary responsibility for Citigroup Trust, the successor organization to one of the country's oldest trust businesses, and he oversaw several thousand trusts. He worked with portfolio managers to monitor fixed income, equity, and alternative investment portfolios. He also headed the trust advisory committee, which approved all new businesses and all discretionary distributions. Currently, this expert is a personal trusts consultant.

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