Responsibilities

JP joined Walnut Ridge in 2019 as the Director of Finance, and oversees client services, operations, and accounting.

Background

JP has 15 years of experience with single family offices, multifamily offices, trust companies, and has extensive experience with estate planning, trust administration, and income tax advisory.

Education

JP earned a BA from Brown University and a JD from Fordham Law. He is licensed to practice law in Ohio and New York. He is an active volunteer with various charities.

Interests / Personal

JP lives in Chagrin Falls, OH with his wife and children. In his free time, JP enjoys biking, reading, and going to parks.