Marie DelRossi brings over 25 years of experience in wealth planning and trust administration to her role as Senior Wealth Management Officer. Prior to joining Cape Cod 5’s Trust and Asset Management team, Marie began her career as an estate planning attorney in private practice. She later transitioned to private banking where she developed expertise in the areas of fiduciary investing, multi-generational client engagement, and peer training and development. Most recently, Marie served as Trust Counsel of a respected regional trust company.
Marie earned a Master of Laws degree in Taxation from the Boston University Law School, her Juris Doctor degree summa cum laude from Boston College Law School and a Bachelor of Arts degree in Italian and Political Science from the University of Massachusetts Amherst. She has been a member of the Massachusetts Bar Association since 2001.
Throughout her career, Marie has enjoyed a formal involvement with the Boston Estate Planning Council, the Massachusetts Bankers Association as well as other professionally fiduciary and alumni organizations.
As someone with a large family herself, Marie has encountered many of the challenges her own clients face such as encouraging elders to age in place whenever desired and feasible, organizing resources for physically and intellectually disabled loved ones, confronting the repercussions of divorce, experiencing the joy of blended families and enduring the struggles of those who have become dependent on others, things or substances.
In her leisure, she likes to travel, attend cultural events and experience the arts with her teenage daughter and son.
• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |