Fred has 30 years of experience in the wealth management industry. He focuses on tax and wealth planning matters for our client families, while also playing a key role in managing the structure and development of the Family Office team. Previously, Fred held a senior management role serving wealthy families and foundations with a Registered Investment Advisor, and maintained a private family office practice providing tax and estate planning services to a select group of families. In addition to serving on several non-profit boards, Fred serves as Chairman of Gilmour Academy’s Board of Trustees.