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Fiduciarys in Greenwich, CT

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38 results found

Jennifer Pagnillo Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Office:
Day Pitney LLP
24 Field Point Road, Greenwich, CT
Specialties:
Tax-Exempt Organizations and Charitable Giving, Trust Services and Fiduciary Compliance
ISLN:
917264878
Admitted:
2001

Gregory Hayes Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Office:
Day Pitney LLP
24 Field Point Road, Greenwich, CT
Specialties:
Trusts and Estates, Probate Litigation / Probate Controversies
ISLN:
906611812
Admitted:
1988

Emile Jacques Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Office:
Emile Jacques, PC
19 Field Point Dr., Greenwich, CT
Specialties:
Wealth Transfer, Estate Planning
ISLN:
906212088
Admitted:
1958

Darren Wallace Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Office:
Day Pitney LLP
24 Field Point Road, Greenwich, CT
Specialties:
LGBT Planning, Trust Services and Fiduciary Compliance
ISLN:
912592761
Admitted:
1997

Amy Wilfert Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Office:
Day Pitney LLP
24 Field Point Road, Greenwich, CT
Specialties:
LGBT Planning, Trust Services and Fiduciary Compliance
ISLN:
902762136
Admitted:
1984

E. Sanborn Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyPhilanthropeNon-ProfitModeratorAdvisorAuthorEstate PlannerCertified Financial PlannerPuchasing and Estimating ManagerChairpersonFinancial ManagerChief Executive

Experience & Education

Office:
Withers Bergman LLP/Withers LLP
660 Steamboat Road, Greenwich, CT 06830
Phone:
(212) 848-9850 (Phone)
Specialties:
Business, Charities and Not-for-Profit
ISLN:
913784738
Admitted:
1997, New York, 2001, Connecticut
Biography:
Von provides U.S. tax advice to affluent families as well as their family offices. He counsels...

Philip Bartels Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersChairpersonChief Administrative OfficerVice PresidentChief ExecutiveHuman Resources SpecialistRecruitmentCertified Public AccountantAccounting BookkeeperBookkeeperVolunteerNon-Profit

Experience & Education

Office:
Shipman & Goodwin LLP
289 Greenwich Avenue, Greenwich, CT 06830
Phone:
(203) 869-5600 (Phone)
Specialties:
Corporate and Financial Litigation, Litigation
ISLN:
909219961
Admitted:
1974, Connecticut, 1980, New York
Biography:
Philip Bartels is a member of the Litigation Practice Group where he handles matrimonial law,...

Lori Romano Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersEditorMinisterClergyDirectorOperations Manager

Experience & Education

Office:
Shipman & Goodwin LLP
289 Greenwich Avenue, Greenwich, CT 06830
Phone:
(203) 869-5600 (Phone)
Specialties:
Estate Planning, Estate Settlement
ISLN:
901670708
Admitted:
1992, Connecticut
Biography:
Lori Romano practices in the areas of estate planning, estate settlement and trust administration....

Bryon Harmon Greenwich, CT

Professions & Specialties

FiduciaryLawyersLaw SpecialistTrust Law AttorneySpeakerSpokespersonRepresentativeAssociate ProfessorLecturerPostsecondary TeacherBoard MemberManagement Team ExecutiveOperations Manager

Experience & Education

Office:
Shipman & Goodwin LLP
289 Greenwich Avenue, Greenwich, CT 06830
Phone:
(203) 869-5600 (Phone)
Specialties:
Estate Planning, Estate Settlement
ISLN:
912279600
Admitted:
1996, Connecticut, 1997, New York
Biography:
Bryon Harmon practices in the areas of estate planning, estate settlement and trust administration. ...

Mark Haranzo Greenwich, CT

Professions & Specialties

Trust Law AttorneyLawyersPhilanthropeNon-ProfitGuideTour GuideChief Executive

Experience & Education

Office:
Withers Bergman LLP/Withers LLP
660 Steamboat Road, Greenwich, CT 06830
Phone:
(212) 848-9825 (Phone)
Specialties:
Personal, Cultural Assets & Art
ISLN:
906706273
Admitted:
1986, West Virginia, 1986, Massachusetts
Biography:
Mark's practice is focused on domestic and international private client matters for affluent...
fiduciary appointments and contested accountings

David Schneider Greenwich, CT

Professions & Specialties

Law ClerkOf CounselFiduciaryJudicial Law ClerkJuristLegal CounselTrust Law AttorneyLawyersEditorSupporting MemberTeam MemberPartnerManaging PartnerFounderChief ExecutiveFounding Member

Experience & Education

Office:
The Pascarella Law Firm PC
675 Steamboat Road, Greenwich, CT 06830
Phone:
(203) 393-3721 (Phone)
Specialties:
Probate Litigation, Commercial Litigation
ISLN:
903960470
Admitted:
1971, Connecticut, U.S. District Court, District of Connecticut and U.S. Court of Appeals, Second Circuit
Biography:
Phi Beta Kappa; Phi Alpha Theta. Editor, Yale Law Journal, 1969-1971. Law Clerk to the Honorable...

Jessie Gilbert Greenwich, CT

Professions & Specialties

Law ClerkFiduciaryLawyersJudicial Law ClerkTrust Law AttorneySchool PrincipalLecturerSchool AdministratorEducational ManagerPostsecondary TeacherInvestorRecognitionChairpersonChief Executive

Experience & Education

Office:
Cummings & Lockwood LLC
Greenwich, CT 06836
Phone:
(203) 863-6503 (Phone)
Specialties:
Asset Protection Planning, Business Succession Planning
ISLN:
907104771
Admitted:
1986, New York, 1986, Massachusetts
Biography:
Jessie A. Gilbert is a principal in the Private Clients Group. Jessie focuses her practice on...

Jeffrey Mamorsky Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersSecurity

Experience & Education

United States Patent InventorAppl. No.Assignee

#2008018  Jul 31, 2008

Filed: Jan 25, 2007

Jeffrey Mamorsky (Greenwich, CT)
11/627323
International Classification: G06Q 40/00, G06Q 10/00U.S. Classification: 705 4, 705 7, 705 36 R, 705 37, 705 38
Patent:
METHOD FOR QUANTIFYING RISK FOR USE IN UNDERWRITING AND INSURING SUCH RISK AND METHOD FOR MEASURING ...
Abstract:
A system and method are provided that identify and assess potential areas of exposure for insurance ...

Peter Chadwick Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Address:
One East Putnam Avenue, Greenwich, CT 06830
Phone:
(203) 862-7826 (Phone), (203) 862-7801 (Fax)
Work:
Day Pitney LLP  
Specialties:
Estate Planning, Tax Law
Jurisdiction:
California  
Connecticut  
Law School:
Stanford University School of Law

Amy Wilfert Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Address:
One East Putnam Avenue, Greenwich, CT 06830
Phone:
(203) 862-7811 (Phone), (203) 862-7801 (Fax)
Work:
Day Pitney LLP  
Specialties:
Estate Planning, Trust Services and Fiduciary Compliance
Jurisdiction:
Connecticut  
New York  
Law School:
Fordham University

Jeffrey Mamorsky Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

United States Patent InventorAppl. No.Assignee

#2010023  Sep 16, 2010

Filed: Mar 11, 2009

Jeffrey D. Mamorsky (Greenwich, CT)
12/402369 Fiduciary Audit Services Trust (New York, NY)
International Classification: G06Q 40/00U.S. Classification: 705 36 R
Patent:
SYSTEM AND METHOD FOR MONITORING FIDUCIARY COMPLIANCE WITH EMPLOYEE RETIREMENT PLAN GOVERNANCE...
Abstract:
An employee retirement plan Fiduciary Audit® questionnaire development, implementation, and...

Jeffrey Mamorsky Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

United States Patent InventorAppl. No.Assignee

#2010022  Sep 9, 2010

Filed: Mar 6, 2009

Jeffrey D. Mamorsky (Greenwich, CT)
12/399767 Fiduciary Audit Services Trust (New York, NY)
International Classification: G06Q 10/00, G06Q 40/00U.S. Classification: 705 10
Patent:
SYSTEM AND METHOD FOR MONITORING FIDUCIARY COMPLIANCE WITH EMPLOYEE RETIREMENT PLAN GOVERNANCE...
Abstract:
An employee retirement plan fiduciary audit questionnaire development, implementation, and...

Lesley Schless Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Address:
One East Putnam Avenue, Greenwich, CT 06830
Phone:
(203) 862-7829 (Phone), (203) 862-7801 (Fax)
Work:
Day Pitney LLP  
Specialties:
Estate Planning, Probate Controversies
Jurisdiction:
Commonwealth of Virginia  
Connecticut  
Law School:
Washington & Lee University

Jennifer Pagnillo Greenwich, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyers

Experience & Education

Address:
One East Putnam Avenue, Greenwich, CT 06830
Phone:
(203) 862-7875 (Phone), (203) 862-7801 (Fax)
Work:
Day Pitney LLP  
Specialties:
Estate Planning, Tax Law
Jurisdiction:
Connecticut  
New York  
Law School:
St John's University School of Law

Arthur Tuttle Greenwich, CT

Professions & Specialties

Trust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ScienceMaster of SciencePuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
First Vice President-Global Wealth Management at Morgan Stanley Smith Barney
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - One Fawcett Place 3rd Floor, Greenwich CT 06830First Vice President-Global Wealth Managementsince 1995
Skills:
Comprehensive Financial Planning, Retirement Planning, Wealth Management, Strategic Financial...
Accredited Investment Fiduciary

Kathleen Keating Norwalk, CT

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersDirector of Quality ControlCompliance ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveFinancial Compliance ExaminerAuditor

Experience & Education

Position:
Chief Compliance Officer at Altrinsic Global Advisors
Location:
Norwalk, Connecticut
Industry:
Financial Services
Work history:
Altrinsic Global Advisors - Greenwich, CTChief Compliance Officersince Jan 2012Peter B. Cannell & Co., Inc. Chief Compliance OfficerFeb 2006 - Jan 2012

Susan Anderson Greenwich, CT

Professions & Specialties

Trust Law AttorneyLawyersBuyers AgentPuchasing and Estimating ManagerAgentSales RepresentativeFinancial ManagerSales PersonBuyer and SellerNurseNurse PractitionerProperty ManagerReal Estate Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Short-Sale
Work:
Coldwell Banker-Homes4Good
177 W. Putnam Avenue, Greenwich, CT 06830
Experience:
7 years years
..and I have a keen awareness of my fiduciary responsibility to protect my clients' as..

James Martin Greenwich, CT

Professions & Specialties

Trust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBuyers AgentPuchasing and Estimating ManagerAgentSales RepresentativeFinancial ManagerBuyer and SellerOperations ManagerChief Executive

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Foreclosure, Short-Sale
Work:
Country Estates & Manors
32 Field Point Road, Greenwich, CT 06830
Experience:
17 years years
..of "conflict of interest"and perceived fiduciary responsibilities

Nina Robinson Greenwich, CT

Professions & Specialties

Trust Law AttorneyLawyersBuyers AgentPuchasing and Estimating ManagerAgentSales RepresentativeFinancial ManagerBuyer and SellerCertified Nurse AideNurseNurse PractitionerProperty ManagerReal Estate Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Foreclosure
Work:
Coldwell Banker
177 W, Putnam Ave., Greenwich, CT 06830
That is what fiduciary

Humberto Bocachica New York, NY

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersInformation Technology DirectorAnalystAssistant ManagerAnalystsManagersEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonInformation Technology SpecialistJava DeveloperIT SpecialistSoftware DeveloperSoftware DevelopersIT ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Infrastructure Support Analyst | Executive VIP Support at NYU Langone Medical Center
Title:
Executive VIP Support | Infrastructure Support Analyst at NYU Langone Medical Center
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
NYU Langone Medical Center - 360 Park Avenue, NY, NYInfrastructure Support Analyst | Executive VIP Supportsince Nov 2011Julius Baer - 1 Rockefeller Plaza, New York, NY 10020Associate ManagerDec 1999 - Sep 2010

Richard Land Danbury, CT

Professions & Specialties

ConservatorFiduciaryLaw SpecialistLawyersTrust Law AttorneyPartnerChief ExecutiveTeam Member

Experience & Education

Position:
Member at Chipman, Mazzucco, Land & Pennarola, LLC
Title:
Trusts and Estates Member of Chipman, Mazzucco, Land & Pennarola, LLC
Location:
Danbury, Connecticut
Industry:
Law Practice
Work history:
Chipman, Mazzucco, Land & Pennarola, LLC - Suite D-2, 39 Old Ridgebury Rd., Danbury, CT 06810Membersince 1985Gager, Henry & Narkis - Danbury, CTPartner1985 - 1993

Norman Harrison Washington, DC

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersChief Executive OfficerDirector of Quality ControlManagerCorporate ExecutiveChief ExecutiveCompliance ManagerOperations ManagerIndependent ConsultantActivistCounselorAdvisorNon-ProfitFounderFounding MemberManagement Team ExecutiveTeam MemberAnalystsMaster of ScienceAccounting BookkeeperBookkeeperSchool AdministratorEducational ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Senior Managing Director at FTI Consulting
Location:
Washington D.C. Metro Area
Industry:
Management Consulting
Work history:
FTI Consulting - Washington, DCSenior Managing Directorsince Mar 2011Breeden & Co./Breeden Capital Management LLC - Greenwich CTSenior Managing DirectorMay 2003 - Mar 2011
Languages:
French

Stephen Van Note New York, NY

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersDirector of OperationsChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveCounselorAdvisorFood Service DirectorFood Service ManagerFood Service SupervisorFood PreparerFood Preparation WorkerHead CookFood Service WorkersBaseball PlayerAthletes

Experience & Education

Position:
Director of Operations at Palm Foods
Location:
Greater New York City Area
Industry:
Restaurants
Work history:
Palm Foods - Greenwich CTDirector of Operationssince Jan 2013Brick City Bar and Grill - Newark, NJConsulting Fiduciary General ManagerSep 2012 - Oct 2012

Julia Giambrone New York, NY

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Sr. Fiduciary Specialist at BNY Mellon
Title:
Portfolio Officer at BNY Mellon
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
BNY Mellon - Greenwich, CTSr. Fiduciary Specialistsince 1990

Joe Mulpas Akron, OH

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersControllerAccounts PayableAccounts Payable SpecialistChief AccountantAccount ManagerVice PresidentChief ExecutiveLogisticianBoard MemberOperations ManagerFinancial OfficerFinancial ManagerManagement Team ExecutiveBachelor of ScienceLogistics Supply Chain Professional

Experience & Education

Position:
Assistant Controller at FirstEnergy
Location:
Akron, Ohio
Industry:
Utilities
Work history:
FirstEnergy - Akron, OHAssistant Controllersince Nov 2012Maxum Petroleum, Inc. - Greenwich, CTV.P., Controller & Chief Accounting OfficerAug 2012 - Oct 2012

Katy White New York, NY

Professions & Specialties

Trust Law AttorneyLawyersSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBankerFinancial Services ProfessionalFinancial Services Sales AgentSales Representative

Experience & Education

Position:
Investment Associate at JPMorgan Chase
Title:
Investment Associate at JPMorgan Chase Bank NA
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Westchester CountyInvestment Associatesince May 2013Chase - Millwood, NYPersonal BankerJun 2012 - May 2013
Portfolio Assistant at Fiduciary Trust Company

Howard Geller New York, NY

Professions & Specialties

LawyersFinancial Services ProfessionalFinancial Services Sales AgentIndependent ConsultantTeam MemberCounselorAdvisorSchool PrincipalSchool AdministratorEducational ManagerManagerDirectorOperations ManagerFinancial AnalystClient Service OfficerCustomer ServiceMarketing ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Independent Consultant/Principal at Hudson Peak Group LLC
Title:
Independent Financial Services Professional
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Hudson Peak Group LLC Independent Consultant/Principalsince 2009MacKay Shields Director1996 - 2009
Financial Analyst at Fiduciary Trust Company International

Joan Wallace New York, NY

Professions & Specialties

ParalegalLitigation Support SpecialistAssociate AttorneyLawyersLegal Administrative AssistantLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSecretaryEducatorEducation ProfessionalInstructor

Experience & Education

Position:
Legal Administrative Assistant at Day Pitney LLP
Location:
Greater New York City Area
Industry:
Legal Services
Work history:
Day Pitney LLP - Greenwich, CTLegal Administrative Assistantsince May 2013Ferguson Cohen LLP - Greenwich, ConnecticutParalegalMay 2010 - May 2013
Prepare Federal and State Fiduciary Income Tax returns

David Drew New York, NY

Professions & Specialties

Senior Vice PresidentDirectorVice PresidentChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President, Market Trust Director at US Trust
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
US Trust - Greenwich, CTSenior Vice President, Market Trust Directorsince 2009Bank of America Vice President2005 - 2009
Professional Trust and Fiduciary Services

Bill King New York, NY

Professions & Specialties

Trust Law AttorneyLawyersChief Investment OfficerChief Information OfficerManagement AnalystsTechnology DirectorTechnology ManagerTechnical ManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveBachelor of ScienceCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentProperty ManagerReal Estate Manager

Experience & Education

Position:
Chief Investment Officer and Head of Asset Management at Carrington Holding Co
Title:
Chief Investment Officer and Head of Asset Management - Carrington Holding Co
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Carrington Holding Co - Greenwich, CTChief Investment Officer and Head of Asset Managementsince May 2012Citadel Investment Group SMD - CIO of Securitized Product GroupAug 2008 - Mar 2011
Skills:
Fixed Income, Hedge Funds, Capital Markets, MBS, Asset Managment, ABS, Portfolio Management,...
Scott Simon's Fiduciary Focus

Elena Vukmir New York, NY

Professions & Specialties

Trust Law AttorneyLawyersParalegalMarketing DirectorChief ExecutiveSupporting MemberTeam Member

Experience & Education

Position:
Director of Marketing - Daruma Hinoki Fund at Daruma Capital Management, LLC
Title:
Director of Marketing at Daruma Capital
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Daruma Capital Management, LLC - Greenwich, CTDirector of Marketing - Daruma Hinoki Fundsince Jul 2012Fiduciary Management, Inc. - Greater Milwaukee AreaClient Service AssociateMay 2010 - Jun 2012

Julie Chateauvert New York, NY

Professions & Specialties

Trust Law AttorneyLawyersVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBankerFinancial Services ProfessionalFinancial Services Sales AgentAdvisor

Experience & Education

Position:
Second Vice President at Northern Trust
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Northern Trust - Greenwich, CTSecond Vice Presidentsince Mar 2011Fiduciary Trust Company Vice PresidentOct 2006 - Nov 2008
Skills:
Asset Management, Wealth Management, Problem Solving, Alternative Investments, Compliance, Credit...

Sage Bronzino Philadelphia, PA

Professions & Specialties

Director of OperationsOperations ManagerChairpersonChief ExecutiveControlling SpecialistAuditorControllerHuman Resources SpecialistHuman Resources GeneralistRecruitmentHuman Resource ManagerSpeakerPublisherSpokespersonRepresentativePublishing ProfessionalInformation Technology SpecialistIT SpecialistSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Operations at Jacquette Consulting
Title:
Director of Operations, Jacquette Consulting
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Jacquette Consulting - Malvern, PADirector of Operationssince Dec 2012PPT Consulting LLC Operations ManagerMar 2006 - Dec 2012
Coordinated & marketed fiduciary education conferences and special events


Fiduciarys near Greenwich, CT0816243240StamfordWhite PlainsNorwalkYonkersNew CanaanPurchasePort WashingtonRidgefieldScarsdaleNew Rochelle



Fiduciarys around Greenwich, CT

Armonk  (1)
Cos Cob  (1)
Elmsford  (1)
Larchmont  (2)
Mamaroneck  (1)
Millwood  (1)
New Canaan  (5)
New Rochelle  (2)
Norwalk  (6)
Purchase  (5)
Ridgefield  (4)
Rye  (2)
Scarsdale  (4)
Stamford  (38)
Valhalla  (2)
White Plains  (34)
Yonkers  (5)

Fiduciarys in Connecticut

Sub-specializations

Executor  (1)
Fiduciary  (38)