David Benedetto, an experienced trust advisor and manager, serves as CU Trust’s Chief Fiduciary Officer. He oversees the management and administration of trusts, estates, investment agency, and other fiduciary accounts to ensure the highest level of client satisfaction and regulatory compliance.
Dave has extensive experience in the trust industry, formerly serving as VP, Regional Manager and Trust Advisor for Comerica and VP, Senior Trust Officer at Merrill Lynch. Prior to his appointment as Chief Fiduciary Officer, he worked with CU Trust extensively as a consultant, contributing to the organization’s procedures, research, and accounting, and working with attorneys and CPAs throughout the trust administration and settlement process.
Dave holds a BA in Mathematics and Economics from Albion College and a JD from Wayne State University School of Law.
“It was easy to say ‘yes’ to joining the CU Trust team. We have an experienced team—and we also have the enthusiasm and energy to make our mark as a valuable, respected player in the trust space.”
Many advisors are noticing an increased interest in next-generation planning. As you encounter clients with larger and more complex estates, there may be more valuable options that would help empower your clients—and ensure an ongoing role for you as an advisor.
