Industry Custom & Practice Expert Witnesses

Greenwich, Connecticut

Trusts & Estates, Dispute Resolution - Fiduciary Duty, Trusts & Estates, Corporate Trustees, Duty of Prudent Care, Fiduciary Litigation, Trustee Responsibility, Trust Administration, Duty of Loyalty, Fiduciary Mediation, Trustee Liability, Estate Administration, Duty of Impartiality, Fiduciary Liability, Industry Custom & Practice, Trustee Fees, Fiduciary Investments

Dan FitzPatrick is an attorney and well-known wealth management professional whose decades-long career includes fiduciary leadership positions in a number of premier financial institutions, including: head of Citigroup's global fiduciary business (Citi Trust); founder, chairman and president of The Goldman Sachs Trust Company, N.A.; head of JP Morgan's domestic fiduciary advisory team (Generational Planning) and leader of its Global Fiduciary Management unit; regional managing director for BNY Mellon Wealth Management, with responsibility for overseeing that firm's estate administration business in the NY/NJ/CT tri-state area; and head of Webster Private Bank, responsible for that firm's trust and estate management activities. Currently, as president of Northway Wealth Advisors, LLC (DBA Northway Fiduciary Advisors), Dan advises individuals and families in the satisfaction of their fiduciary responsibilities as executors of estates, trustees of personal trusts, and directors of pri...

New York

Trusts & Estates, Dispute Resolution - Fiduciary Duty, Trusts & Estates, Corporate Trustees, Duty of Prudent Care, Fiduciary Litigation, Trustee Responsibility, Trust Administration, Duty of Loyalty, Fiduciary Mediation, Trustee Liability, Estate Administration, Duty of Impartiality, Fiduciary Liability, Industry Custom & Practice, Trustee Fees, Fiduciary Investments

Dan FitzPatrick is an attorney and well-known wealth management professional whose decades-long career includes fiduciary leadership positions in a number of premier financial institutions, including: head of Citigroup's global fiduciary business (Citi Trust); founder, chairman and president of The Goldman Sachs Trust Company, N.A.; head of JP Morgan's domestic fiduciary advisory team (Generational Planning) and leader of its Global Fiduciary Management unit; regional managing director for BNY Mellon Wealth Management, with responsibility for overseeing that firm's estate administration business in the NY/NJ/CT tri-state area; and head of Webster Private Bank, responsible for that firm's trust and estate management activities. Currently, as president of Northway Wealth Advisors, LLC (DBA Northway Fiduciary Advisors), Dan advises individuals and families in the satisfaction of their fiduciary responsibilities as executors of estates, trustees of personal trusts, and directors of pri...