About

Compassionate Fiduciary Guidance for Complex Estate and Charitable Goals

Rosalie brings over 35 years of experience in managing client relationships and providing wealth management, trust, and fiduciary services to high-net-worth clients. She works closely with them to ensure that their recommended estate, trust, and charitable giving strategies are in harmony with their overall wealth management plan. Rosalie is experienced in New York and Connecticut estate and trust administration, private foundations, fiduciary income, gift, and estate taxation along with fiduciary accounting practices.

Prior to joining USB, Rosalie worked as a Senior Trust Officer & Fiduciary Strategist for KeyBank and BNY Mellon. In addition, Rosalie worked as an Estate and Trust Paralegal at the prominent firm of Day, Berry & Howard (n/k/a Day Pitney) and mentored associate attorneys and supervised paralegals. She earned a degree (cum laude) in legal studies and a minor in business administration and has been awarded the Certified Trust Fiduciary Advisor (CTFA) certification.

Rosalie is a member of the Estate Planning Council of Lower Fairfield County, the Charitable Gift Planners of Connecticut, the National Association of Estate Planners & Councils, and the National Association of Charitable Gift Planners.

Rosalie’s Niche

Helping clients and their families with their estate plan to ensure both their family legacy and their estate goals are fulfilled.

Core Values

Rosalie is passionate about serving clients with diverse needs, particularly those focused on philanthropy. She provides compassionate, knowledgeable guidance to families navigating emotional estate matters and excels at problem-solving to help clients overcome challenges and find peace of mind.