Leadership Spotlight

What makes your work meaningful to you?

"Seeing the life cycle of planning and all the good results we can help deliver. As an attorney, I advised young couples just starting a family and needing to plan for their first child and those with special needs and later in banking had the privilege to administer trusts and estates that put those plans into effect. I always try to remember that our job is to ‘stand in the shoes’ of people who may no longer have capacity or have passed away and make sure their wishes are fulfilled and their goals are met."

Role at The Private Trust Company:

Tristan leads the trust administration, estate settlement and retirement oversight functions, and upholds the highest standards of ethical conduct in all fiduciary matters. 

Background and experience:

Prior to joining PTC, Tristan held executive roles at Huntington Bank, including Fiduciary Risk Director and Chief Fiduciary Officer. Before entering management, Tristan worked in various roles advising clients and developing solutions for complex estate and wealth planning needs at PNC Bank and National City Bank, where he managed relationships involving trust, probate estate, charitable and endowment, individual retirement, and investment advisory services. Prior to entering the financial services industry, he practiced law for over 10 years, specializing in estate and business planning, as well as probate administration. Tristan holds a J.D. from Capital University Law School and a B.A. from Ohio State University. He is admitted to practice law in the State of Ohio and in multiple federal courts. 

In Tristan's personal life:

Tristan resides in central Ohio and enjoys biking, pickleball, and cheering on the Buckeyes. Most importantly, he cherishes spending quality time with his wife, three sons, and their two dogs.