Building on an extensive executive career representing several nationally known premier high net worth institutions, Kevin Stiles now serves as a Personal and Charitable Trust Advisor.
As a named individual Trustee, whether in a new document or as a successor trustee, his role is to collaborate with bank fiduciaries on specific account relationships where the governing document requires a co- trustee.
Mr. Stiles offers a personal, disciplined approach to fiduciary administration and investment oversight.
He has extensive experience providing sound judgment and insight to families with substantial assets; private foundations with designated beneficiaries or discretionary grant making responsibilities, assuring at all times compliance with pertinent IRS and OCC regulations and protocols.
The specific services provide solutions to common issues facing high net worth families; private foundations and bank trust groups.
Previous Career Roles:
• National Philanthropic Client & Business Management Executive, US Trust
• Northeast Regional Philanthropic Executive, US Trust
• National Estate Settlement Executive, Bank of America
• Chief Fiduciary Officer, Fleet National Bank
• Rhode Island Private Clients Group Executive, Fleet National Bank
• Managing Director, Bank Boston Private Bank
• President, Personal Trust Services, Fidelity Investments
Professional Affiliations:
• Admitted to practice:
- United States Supreme Court
Rhode Island Bar
District of Columbia Bar
• Captain, U.S. Air Force JAG Officer
• Board Member, Partnership for Philanthropic Planning; Rhode Island
• Member, Boston Estate Planning Council
• Member, Boston Bar Association
• Member and Past President, RI Estate Planning Council
• Affiliated Member, Rhode Island CPA Society
• Treasurer and Board Member, Ft. Adams Trust, Newport, RI
• Past Board of Trustees Member, CharterCare Health Services, Providence RI
Sample Client Engagements:
• Trustee: McCarthy Family Foundation, Boston, MA
• Advisor: Sarah G. McCarthy Foundation, Peabody, MA
• Consultant: Milford Hospital Association, Milford, NH
Education:
• Juris Doctor, Georgetown University Law School
• Bachelor of Arts with honors, College of the Holy Cross
• U.S. Air Force Reserve Officer Training Corps (ROTC)
References Available Upon Request
Please call for a consultation on your topic or issue.