- Wealth Management Experience Since 1998Richard G. Chalifoux is a Managing Director and Senior Trust Officer at First Republic Trust Company in Garden City, New York. Prior to joining First Republic, Mr. Chalifoux was a Senior Vice President and Senior Trust Officer at U.S. Trust for 15 years. Prior to U.S. Trust, Mr. Chalifoux headed the Estate and Trust Administration Department for North Fork Bank’s Trust and Investment Division, and was a member of the Personal Trust Administration Management Division, Estate and Trust Administration Group for Morgan Guaranty Trust Company of New York. He also was a law practitioner for several years, with concentrations in trust and estate administration and planning.
- Community InvolvementHe is a past-president of The Estate Planning Council of Nassau County, Inc. and currently serves as the Council’s representative to the NAEPC. Mr. Chalifoux is also a past co-chair of The Suffolk County Bar Association’s Surrogate’s Court Committee. Mr. Chalifoux is a member of the American, New York State, Nassau County and Suffolk County Bar Associations, as well as The Estate Planning Council of Suffolk County. He is a frequent lecturer on various trust and estate topics.
- Professional DesignationMr. Chalifoux is certified as an Accredited Estate Planner by the National Association of Estate Planners and Councils which is a graduate level specialization in estate planning.
- EducationMr. Chalifoux is a graduate of The College of the Holy Cross and Albany Law School of Union University. He is also certified as an Accredited Estate Planner® by the National Association of Estate Planners and Councils which is a graduate level specialization in estate planning.
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