The Chief Fiduciary Officer (CFO) serves as the senior executive responsible for fiduciary governance, risk management, and regulatory compliance for the Trust Company. This role provides enterprise-wide leadership over fiduciary activities, ensuring trust, estate, and fiduciary accounts are administered in accordance with governing documents, applicable laws, and regulatory expectations. As the organization’s primary fiduciary authority, the CFO balances client interests, risk discipline, and strategic growth while advising executive leadership and the Board on fiduciary matters, policy, and emerging best practices.

Key Responsibilities

Provide enterprise-wide fiduciary leadership to ensure all fiduciary activities comply with governing documents, fiduciary law, and regulatory requirements.

Establish and oversee fiduciary risk management frameworks, including policies, procedures, and controls to mitigate fiduciary, legal, and reputational risk.

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