T: 212-485-1536 | F: 212-485-1537

Biographies

Partners

Thomas J. Fanning, Sr.

Co-Managing Partner

James R. Fitzgerald

Co-Managing Partner

Executives

Heather Fanning Geyer

Chief Operating Officer and Client Development Director

Vice Presidents

Vice President, Estate & Business Continuity Planning

Vice President, Estate & Business Planning

Directors

Christopher R. Halvey

Director, Insurance & Case Design

Diane Carnesi Giddens

Director, Underwriting

Keith McMahon

Director, Estate & Business Analysis

Robert S. Mathes

Managing Director

Jeremy Nagler

Director, Asset Analysis

Administration

Katherine A. Bachmann

Executive Assistant to Thomas J. Fanning, Sr.

Charlotte Ricci

Executive Assistant to Alexander Shapses

Jessica Varkey

Client Services Associate

AnnMarie Hwang

Client Development Associate

Lisa Siegfried

Receptionist/Office Manager

Jay Fitzgerald

Associate