Experience

The 1911 Trust Company, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Member of the Board of Directors, Audit Committee and Trust Committee Member

  • Oct 2021 - Present

  Beverly, Massachusetts, United States 1911 is a New Hampshire trust company providing personalized trust, wealth management and multigenerational family office services to its family clients.



Lineage Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Member of the Board of Directors, Audit Committee and Trust and Investment Committee Member

  • Feb 2021 - Present

  Reno, Nevada, United States Lineage Trust Company is a Nevada trust company which exists to enhance the lives of multi-generational family members by forging meaningful, lifelong fiduciary relationships. Through relationship, the company helps each beneficiary pursue a dynamic life while stewarding family wealth in trust for generations.



Corning Museum of Glass

• United States
• Museums, Historical Sites, and Zoos
• 100 - 200 Employee

• Member of the Board of Trustees, Corp, Secretary, Executive and Governance Committee Member

  • Jun 2020 - Present

  Corning, New York, United States The Corning Museum of Glass is dedicated to exploring glass and is home to the world's most comprehensive collection of glass, the world's foremost library on glass and one of the top glassworking schools in the world.



THE ALTERNATIVE SCHOOL FOR MATH AND SCIENCE

• United States
• 1 - 100 Employee

• Member of the Board of Directors, Corporate Governance Committee Member

  • 2004 - Present

  Corning, NY The Alternative School for Math & Science is a diverse community of students, teachers and parents and provides an academically challenging and supportive learning environment uniquely designed for ten to fourteen year olds. Every aspect of school life is intended to help students learn tolerance, build integrity and character, and become responsible members of the broader community.



Elmira Savings Bank

• United States
• Banking
• 1 - 100 Employee

• Member of the Board of Directors and Audit and Risk Committee

  • Apr 2012 - May 2022

  Elmira Savings Bank is committed to building strong and vibrant communities, improving quality of life, and making a positive difference where we live and work.



Market Street Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• President, CEO and Board Member

  • 1995 - Jan 2019

  Corning, NY Market Street is a client-owned multiple family office that sustains and enhances wealth for generations by providing exceptional financial and lifestyle services to individual clients and families. Member, Board of Directors, 1999-2019. • Developed and implemented successful long term strategy for growth and financial stability of business. • Led expansion from a single family office to the firm’s current position as a highly-respected shared family office serving multiple… Show more Market Street is a client-owned multiple family office that sustains and enhances wealth for generations by providing exceptional financial and lifestyle services to individual clients and families. Member, Board of Directors, 1999-2019. • Developed and implemented successful long term strategy for growth and financial stability of business. • Led expansion from a single family office to the firm’s current position as a highly-respected shared family office serving multiple families. • Sourced and oversaw significant new business opportunities. • Built and developed a sophisticated team of accounting, trust, tax, compliance, investment and client service professionals. • Collaborated with senior management to ensure best practices regarding strategic planning, risk management, trust and fiduciary matters, accounting and reporting, compliance, information technology and cybersecurity, and investment management. • In concert with the Board and using deep understanding of governance, expanded Board membership beyond the original founding family and enhanced the board’s governing practices, including creating a Nominating/Governance Committee, Committee Charters, a Board Self-Assessment Process, a Conflict of Interest Procedure and a Board Succession Plan. • Utilized knowledge of intergenerational wealth transfer strategies, fiduciary practices, succession planning and family governance to provide solutions for clients’ complex issues. • Optimized employee performance, longevity and bench strength through compensation planning, benefits oversight, talent management and cultural assessment/employee engagement process. • Represented the organization in the industry to build and enhance company recognition and brand, establish valuable relationships and provide thought leadership.

• Vice President Client Services

  • 1995 - 1999

  Corning, New York • Oversaw Client Service function as head client advisor. Provided advice on integrated tax, financial, investment, estate and trust planning, risk and liability management and philanthropy. Enhanced Client Services to ensure a consistent exceptional client experience. Facilitated family meetings. Established processes and systems such as formal estate and financial plans accompanied by routine communication to ensure client education and awareness of their portfolio’s performance



Finger Lakes Land Trust

• United States
• Environmental Services
• 1 - 100 Employee

• Member of President's Council and Board Member

  • 2009 - 2019

  The Finger Lakes Land Trust was founded in 1989 to protect those lands that define the character of the Finger Lakes region of upstate New York.



Harris Beach & Wilcox

• United States
• Executive Offices

• Associate Attorney

  • 1991 - 1995

  Ithaca, New York Area Practice areas included Banking, Corporate, Real Estate, and Estate Law.