Jennifer R. Dionne, CTFA
Jennifer R. Dionne, CTFA

Chief Fiduciary Officer / Manager of Trust Services

As one of the founding members of McLane Middleton’s Trust Services Group, Jennifer is a seasoned professional with a wealth of experience in the firm’s wealth preservation and administration practice area. In her current position as Chief Fiduciary Officer of Trust Services, she plays a pivotal role in this group by working closely with clients, financial advisors, and fiduciaries to implement various strategies, administration of assets, and achieving service excellence.

More About Jennifer

As one of the founding members of McLane Middleton’s Trust Services Group, Jennifer is a seasoned professional with a wealth of experience in the firm’s wealth preservation and administration practice area.  In her current position as Chief Fiduciary Officer of Trust Services, she plays a pivotal role in this group by working closely with clients, financial advisors, and fiduciaries to implement various strategies, administration of assets, and achieving service excellence.

Jennifer is responsible for supporting her teams in servicing their clients as a subject matter expert through her extensive background. She oversees all trust and administrative functions while ensuring uniformity and fulfillment of all requests.  She fosters a culture of excellence and continuous improvement.

With her extensive background, Jennifer is highly experienced in working with high net worth and ultra-high net worth clients across many disciplines within the firm.  She provides a cross-functional perspective across all disciplines, including liaising with various parties to reduce all elements of risk and to improve efficiency, effectiveness, and productivity.

Meet more of the team

Eric A. Chojnicki, J.D., CFP® Eric A. Chojnicki, J.D., CFP®

Head of Trust Services

Cathleen Sullivan, CTFA Cathleen Sullivan, CTFA

Senior Trust Officer

D. Robinson Snow D. Robinson Snow

Trust Officer

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