| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
CEO & President |
Emigrant Partners |
Greenwich, Connecticut, United States |
Nov 2018–Present |
2 yrs 7 mos |
| 2 |
Vice Chairman |
Emigrant Bank |
Greenwich, Connecticut, United States |
Sep 2017–Present |
3 yrs 9 mos |
| 3 |
CEO & President |
Fiduciary Network, LLC |
Greenwich, Connecticut, United States |
Nov 2018–Present |
2 yrs 7 mos |
| 4 |
Member Board of Managers |
Fiduciary Network, LLC |
Greenwich, Connecticut, United States |
Sep 2017–Present |
3 yrs 9 mos |
| 5 |
Member Board of Managers |
Sarasota Private Trust Company |
Sarasota, Florida Area |
Dec 2018–Present |
2 yrs 6 mos |
| 6 |
Member Board of Managers |
New York Private Trust Company |
Wilmington, Delaware |
Mar 2019–Present |
2 yrs 3 mos |
| 7 |
Member Board of Managers |
Cleveland Private Trust Company |
Cleveland, Ohio |
Dec 2019–Present |
1 yr 6 mos |