Scott Sacchi
Scott Sacchi
Head of Trust Administration
Scott has over 25 years of wealth management experience, mostly in trust services. Scott has administered a complex book of trust, retirement, and investment accounts, as well as managed other officers functioning in similar capacity. Scott is adept at trust, estate, tax and financial planning, as well as business development and community outreach. Scott is a true trusted advisor for high-net-worth clients seeking trust, estate, and asset protection solutions.
Scott has previously worked for several large financial institutions including Morgan Stanley, LPL, Key Bank, Fidelity Investments, PNC Bank, and most recently First American Trust. Scott has obtained his Certificated Trust & Financial Advisor (CTFA) and Trust & Estate Practitioner (TEP) designations. Scott formerly held various securities, insurance, and real estate licenses too.
Education: BA, Political Science from Fairfield University in Fairfield, CT, JD, Quinnipiac University School of Law in Hamden, CT, and LL.M., Boston University School of Law in Boston, MA
