Business and Related Experience

Attorney, banker, educator, financial consultant, and lecturer.

Since 1991, he has provided consulting services to various clients, including attorneys, banks, charitable organizations and computer firms.  During this period, he was instrumental in establishing a new private trust company in PA for a wealthy, NY based family, and then served on the company’s Board of Directors and as Chairman of the Trust Committee and Member of the Audit Committee; he also authored the Company’s Policy and Procedure Manuals and conducted training programs for staff members.

Also since 1991, he has been Adjunct Professor of Economics and Business at Eastern College in St. Davids, PA, participating in the traditional undergraduate and graduate programs, the video program for distance learners, and the non-traditional, accelerated Degree Completion and Fast Track MBA programs of the School of Professional Studies.  He has taught courses in Macro and Micro Economics, Economics of Management, Economic Analysis, Economic Foundations, Business Law, and Money and Banking.  He also participates in various faculty meetings and functions.

Until 1991, he was Executive Vice President of Delaware Trust Capital Management, Inc., in Wilmington, DE, and served on the Board of Directors of that company, and as Chairman or Member of several of its committees and task forces.  He also authored the Company’s Policy and Procedures Manuals and conducted its on-going training programs for staff members.

Prior to joining Delaware Trust in 1984, he served as a Senior Executive at CoreStates Bank in PA, and, earlier, as a Trust Executive at JP Morgan & Co., Inc., in NY.

Over a period of more than 30 years, he also served in a number of business-related positions, including as Head Director, Board Member, and Lecturer at the Central Atlantic School of Trust, at Bucknell University, as Board of Regents Member and Lecturer at the American Bankers Association National Trust and Graduate School, at Northwestern University, as Lecturer at the Central Atlantic Advanced School of Banking, at Bucknell University, as Lecturer in Finance at Temple University, as Instructor at the American Institute of Banking in PA, NJ, and DE, as Lecturer at the FDIC Training Center programs for government regulators in Arlington, VA, and as lecturer at numerous professional, business, governmental, educational, fraternal, and civic group functions.

Professional Affiliations
(Past and Present)

Admitted to practice in NY State Courts, U.S. Supreme Court, U.S. Court of Appeals, U.S. Military Court of Appeals, U.S. Court of Claims, U.S. Customs Court; Member, American Bar Association, Phi Delta Phi International Legal Fraternity Alumni Association; Life Member, Philadelphia Lawyers’ Club.

Past Member:  Committee on Pension and Profit Sharing Trusts, American Bar Association; Real Property, Probate and Trust Law Section, American Bar Association; PA and DE Bankers Associations; American Bankers Association; American Institute of Banking; NY County Lawyers’ Club; Corporate Fiduciaries Association of Philadelphia; Philadelphia, Montgomery and Delaware County Estate Planning Councils; Philadelphia Chamber of Commerce; International Foundation of Employee Benefit Plans; American Bankers Association National Educational Committee; Pennsylvania Bankers Association Trust School Evaluation Committee; and American Bankers Association Employees Trust Committee.

Past Chairman/Officer:  Chairman—Employee Benefit Plan Committee, PA Bankers Association; PA Bankers Association Trust Conference; Employee Benefit Plan Committee, Corporate Fiduciaries Association of Philadelphia.  Officer—Executive Board, Philadelphia Estate Planning Council; Recording Secretary, Philadelphia Foundation.

Listings, Awards, and Citations

Marquis’ Who’s Who In the World, Who’s Who In America, Who’s Who in the East, and Who’s Who in Industry and Finance; Guest’s Who’s Who of Distinguished Citizens of North America; AHI’s Who’s Who In Business and The Professions; International Businessmen’s Who’s Who; Community Leaders and Noteworthy Americans; Dictionary of International Biography; Notable Americans of the Bicentennial Era; Men of Achievement; Men and Women of Distinction; National Social Directory; Standard & Poor’s Register of Corporations, Directors, and Executives; American Banker Directory of US Banking Executives; International Who’s Who In Community Service; Personalities of America, ABI.

Meridian Bank Certificate of Appreciation for Community Service; Men of Achievement Award of Merit; American Biographical Institute’s Award “in recognition of past achievements and outstanding service to community and state”; Dictionary of International Biography Certificate of Merit Award “for distinguished service in educational, civic, and fraternal pursuits”.

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