Daniel (Dan) FitzPatrick
JD, TEP, MCIT
Is this your profile?
Claim this listing to verify your information, add details, and be discoverable by attorneys searching for expert witnesses.
Professional Summary
Daniel (Dan) FitzPatrick, JD, TEP, MCIT is a fiduciary (trust & estate) duties and liabilities expert specializing in fiduciary litigation. With a career spanning fiduciary leadership roles at premier financial institutions and extensive involvement in trust and estate management, he brings a strategic perspective to litigation work. His work centers on investigating fiduciary breaches, assessing trustee responsibilities, and evaluating whether industry standards have been met.
Mr. FitzPatrick has been retained in numerous expert witness and consulting engagements across state and federal courts, involving fiduciary breach claims, trust administration, and estate management disputes. His JD from Vanderbilt University, along with his Registered Trust and Estate Practitioner (TEP) and Master Certified Independent Trustee certifications, reinforce his ability to deliver objective, defensible analyses. He is regularly engaged by both plaintiff and defense counsel to provide clear, independent determinations of responsibility in disputes involving fiduciary duties and liabilities.
Work Experience
Daniel (Dan) FitzPatrick is currently the President at Northway Wealth Advisors, LLC (DBA Northway Fiduciary Advisors) in Greenwich, Connecticut. He has held significant positions in the financial sector, including Head of Global Fiduciary Business at Citigroup (Citi Trust) and Founder, Chairman and President at The Goldman Sachs Trust Company, N.A. His career also includes leadership roles at JP Morgan, BNY Mellon Wealth Management, and Webster Private Bank.
Expert Intelligence
Best Descriptor
Dan FitzPatrick specializes in fiduciary duties and litigation, advising on trust and estate matters.
Best Use Cases
- 1fiduciary litigation cases
- 2trust administration disputes
- 3expert testimony on fiduciary responsibilities
Full analysis available to registered users
View full reportEducation
AB
Dartmouth College
JD
Vanderbilt University