Daniel M. FitzPatrick
Education
J.D., Vanderbilt University Law School
Summary of Experience
Mr. FitzPatrick is a wealth management and fiduciary expert with extensive experience serving high-net-worth individuals, families, and related charitable entities. In his role at Northway Wealth Advisors, he provides guidance to trustees of personal trusts and executors of estates, and mediation and expert witness services in support of fiduciary-related dispute resolution. Mr. FitzPatrick has been recognized as a court-qualified expert in wealth management matters and has served as a testifying expert in multiple trust and estate cases. He is a columnist and author of articles published in The International Family Offices Journal and Trusts & Estates magazine. Prior to founding Northway, he held senior executive roles with Dominion Fiduciary Services, Webster Bank, BNY Mellon, J.P. Morgan, Citigroup, and Goldman Sachs, among others. Notably, he led J.P. Morgan Private Bank’s global trust and estate administration business, which managed accounts valued at more than $21 billion. Subsequently, Mr. FitzPatrick served as managing director and head of trust for Goldman Sachs, where he chartered and built both The Goldman Sachs Trust Company, N.A., and The Goldman Sachs Trust Company of Delaware, and grew combined assets under fiduciary supervision from zero to $2 billion in under four years. He then ran Citigroup’s global personal trust business, managing more than $50 billion in fiduciary accounts. He is a member of several nonprofit boards and committees and has held numerous leadership positions with industry associations and on professional and corporate boards. Mr. FitzPatrick is a registered Trust and Estate Practitioner (TEP) and a Master Certified Independent Trustee.