Statement of Involvement in Estate Planning
I am a trusts and estates attorney by background who leads BNY Mellon's fiduciary business throughout California. Prior to joining BNYM I ran the largest fiduciary office for Wells Fargo Private Bank, with $12BB in AUA. I have previously presented at EPCDV, and speak at bar associations and estate planning councils on topics related to fiduciary, trust and estate planning issues. I have attained a Martindale-Hubbell AV-Preeminent peer review rating.
