Dan Fitzpatrick Email & Phone Number
President @ Northway Wealth Advisors, LLC
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Dan Fitzpatrick Location
- New York, NY, US
Dan Fitzpatrick Work
- President @ (January 2017 - Present)
- Vice Chairman, Global Head of Trust @ (June 2018 - June 2019)
- EVP and Head of Webster Private Bank @ (October 2012 - August 2016)
- Regional Managing Director @ (October 2010 - October 2012)
- Partner and Managing Director @ (September 2008 - October 2010)
- Managing Director and Global Head of Citi Trust @ (August 2005 - August 2008)
- Managing Director and Founder and CEO of The Goldman Sachs Trust Company @ (May 2000 - August 2005)
- Managing Director and Head of Global Fiduciary Management @ (January 1992 - May 2000)
- Attorney @ (August 1983 - January 1992)
Dan Fitzpatrick Education
- Vanderbilt University Law School
Doctor of Law - JD (Law)
1980-1983 - Dartmouth College
A.B. (cum laude) (Government (High Distinction))
1976-1980
Dan Fitzpatrick Skills
- Wealth Management
- Estate Planning
- Private Banking
- Investment Management
- High Net Worth Individuals
- Wealth Management Services
- Fiduciary Services
- Portfolio Management
- Banking
- Securities
- Investments
- Strategic Financial Planning
- Asset Management
- Financial Services
- Alternative Investments
- Finance
- Private Equity
- Hedge Funds
- Financial Advisory
- Mergers & Acquisitions
- Equities
- Investment Advisory
- Asset Managment
- Mortgage Lending
- Venture Capital
- Capital Markets
- Asset Allocation
- Investment Strategies
- Trust Services
- Financial Planning
- Corporate Finance
- Management
- Leadership
- Fixed Income
- Corporate Law
- Trusts
- Project Management
- Services
- Business Development
- Strategic Planning
- Mergers and Acquisitions
- Writing
- Fiduciary Strategy
- Global Fiduciary Management
- Tax
- Communication
- Columnist
- Family Office
- Relationship Building
- P&L Management
- Wealth Transfer Planning
- Confidentiality
- Private Foundations
- Philanthropy
- Deal Structuring
Dan Fitzpatrick Summary
- Dan Fitzpatrick, based in New York, NY, US, is currently a President at Northway Wealth Advisors, LLC. Dan Fitzpatrick brings experience from previous roles at Dominion Fiduciary, Webster Bank, BNY Mellon and Samoset Capital Group LLC. Dan Fitzpatrick holds a 1980 - 1983 Doctor of Law - JD in Law @ Vanderbilt University Law School. With a robust skill set that includes Wealth Management, Estate Planning, Private Banking, Investment Management, High Net Worth Individuals and more. Dan Fitzpatrick has 2 emails and 2 mobile phone numbers on RocketReach.
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