Timothy B. Carroll
President and Chief Executive Officer
Mr. Carroll possesses over twenty years of experience within the banking and financial services industry. Prior to joining New York Private Trust Company, he was the Chief Trust Officer at UBS Trust Company in Wilmington, DE. While with UBS Trust Company, Mr. Carroll was responsible for fiduciary services and new business development for a trust company with over 400 client relationships and supporting over 300 Client Advisors. He managed a team of fourteen administrative officers and four business development professionals.
Previously, Mr. Carroll worked at Citi Private Bank where he held the role of Wealth Planner and Head of the Delaware Citi Private Trust office. He also worked as a Senior Investment Officer at Wilmington Trust Wealth Advisory Services, where he was an estate planner and investment officer.
Prior to Wilmington Trust, Mr. Carroll served in several roles, including Senior Wealth Planner for PNC Bank, Portfolio Manager for Wachovia Corporation, and Senior Estate Planning Advisor at Leesport Bank. He began his career as a Chief Financial Officer for Integrated Systems Consulting Group.
Mr. Carroll received a B.A. degree in Accountancy from Villanova University and his Masters in Taxation from Villanova University School of Law. Mr. Carroll is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and is a member of Delaware Estate Planning Council.