Bobbi

Regional Chief Fiduciary Officer, Chief Administrative Officer, and Senior Vice President · Northern Trust · company speakers →

Before joining Northern Trust in 2016, Bobbi held key roles at The Charles Schwab Trust Company of Delaware, The Rockefeller Trust Company, and Wilmington Trust Company, where she was responsible for trust administration and tax preparation for affluent clients. She graduated from the University of Delaware with a degree in Business Administration, concentrating in Finance, and earned her Certified Trust and Financial Advisor (CTFA) designation in 1996. ​Currently, Bobbi serves as the Regional Chief Fiduciary Officer, Chief Administrative Officer, and Senior Vice President for Northern Trust in Delaware, leading a team of Trust Advisors and Account Managers. She specializes in providing comprehensive Delaware trustee services to ultrahigh-net-worth individuals and wealthy families. Bobbi is an active volunteer for FARE and a member of the Wilmington Tax Group and the Estate Planning Council of Delaware. She is married with two daughters and enjoys reading, traveling, and spending time with her family.

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