Retired CEO and President, Fiduciary Counselling, Inc. (FCI)
Retired CEO and President, Fiduciary Counselling, Inc. (FCI)
Led a team of over 100 professionals at FCI who served more than 500 family members
Oversaw technical operations of the firm while also fostering a collaborative environment where the family’s strategic vision could be developed and articulated
Enabled client service teams to deliver expert solutions with flexibility, respecting individual family member goals within the broader family context
Led three entities regulated by the SEC and created a Private Trust Company
