- Wealth Management Experience Since 1994Richard 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 the immediate past-president of The Estate Planning Council of Nassau County, Inc. (2006, 2020-2022) and also currently serves as the Council’s representative to the NAEPC. In 2022, he received the Council’s inaugural Gary H. Friedenberg Service Award in recognition of outstanding leadership and service. 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 DesignationHe is also holding an Accredited Estate Planner® designation by the National Association of Estate Planners and Councils (NAEPC) which is a graduate level specialization in estate planning. In 2022, he received the NAEPC’s inaugural Robert E. Fox Volunteer Service Award in recognition of exceptional volunteer service to his local Estate Planning Council, community and NAEPC.
- EducationMr. Chalifoux is a graduate of The College of the Holy Cross and Albany Law School of Union University.
Check the background of the firm and its investment professionals on .