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FAX NUMBER: 212-259-3888
Chief Fiduciary Officer
Robert is the chief fiduciary officer of CIBC Private Wealth with 25 years of industry experience. In this role, Robert is responsible for overseeing fiduciary activities and trust administration practices of the firm’s National Trust Company and Delaware Trust Company.
Prior to joining the firm, Robert served as an executive vice president and the senior director of Fiduciary Oversight at M&T Bank/Wilmington Trust where he was responsible for the oversight of the firm’s fiduciary risk management practices. Previously, he worked in leadership positions in the Wealth Management and Fiduciary Divisions of Merrill Lynch, Morgan Stanley and Capital One.
Robert Earned a Bachelor of Science degree in Finance from Villanova University, his juris doctor from Seton Hall University Law School and his LLM in Taxation Law from the Villanova University School of Law.
Representing CIBC Private Wealth Group, LLC.
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