- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Dawn is a Senior Vice President and is the Senior Fiduciary Officer for the Orange County region. She is responsible for overseeing all aspects of the Orange County region's fiduciary practice, including oversight of all trust relationships, management and mitigation of fiduciary risk, review of all new trust business, and oversight of all court-related matters including administrative petitions and fiduciary litigation. Dawn also works with select Wealth Management clients and their advisors to develop integrated tax and estate plans and wealth management strategies.
Experience
Before joining Northern Trust, Dawn was a practicing attorney with a Trust and Estates firm in Philadelphia. Her practice focused on tax and estate planning for high net worth individuals and families. She then spent several years as a Senior Trust Officer in Orange County where she provided trust administration, estate planning and financial education services to wealthy individuals and families.
Community Involvement
Dawn is on the Board of Directors of Girls, Inc. of Orange County, a member of the Orange County Estate Planning Council, the Orange County Bar Association, the American Bar Association, the Junior League of Orange County, and the Basset Hound Rescue of Southern California.
Joined Northern Trust
2017
Education
Bachelor of Arts, Princeton University. Law Degree and Master of Laws in Taxation, Villanova University School of Law.
Credentials
Member of the State Bar of California. Member of the State Bar of Pennsylvania. Member of the State Bar of New Jersey.
Newport
Cash Services Available | ATM in lobby*
660 Newport Center Drive
Suite 1100
Newport, California 92660