Our Leadership Team

Experienced professionals committed to your family's financial legacy

JW
James P. Whitmore III
Chairman & Chief Executive Officer

James leads BlackRock Trust with over 40 years of experience in wealth management and trust services. He is a recognized authority on multi-generational wealth stewardship and fiduciary governance.

Corporate Governance Fiduciary Law Strategic Planning
EC
Elizabeth H. Chen
President & Chief Investment Officer

Elizabeth directs the firm's investment strategies, bringing 25 years of institutional experience from leading endowment and foundation management. She oversees all asset allocation and manager selection.

Asset Allocation Endowment Investing ESG Integration
MR
Michael T. Reynolds
Managing Director, Trust & Estate Services

Michael leads our trust and estate planning practice, providing sophisticated wealth transfer strategies for ultra-high-net-worth families. He holds advanced credentials in trust law and tax planning.

Trust Administration Estate Planning Tax Strategy
SW
Sarah K. Wellington
Managing Director, Family Office

Sarah oversees our family office practice, helping families navigate the complexities of multi-generational wealth management, governance structures, and family philanthropy.

Family Governance Philanthropy Wealth Education
DM
David A. Mitchell
Senior Vice President, Investments

David manages discretionary portfolios for our wealthiest families, specializing in alternative investments, private equity, and direct investing opportunities.

Private Equity Alternative Investments Portfolio Construction
CB
Catherine L. Barnes
Senior Vice President, Trust Operations

Catherine ensures the precision and compliance of our trust administration operations, overseeing a team of 30 trust officers and administrators across all offices.

Trust Operations Compliance Risk Management
RH
Robert F. Holloway
Senior Vice President, Estate Planning

Robert brings deep expertise in complex estate planning, including dynasty trusts, charitable remainder trusts, and international estate planning for cross-border families.

Dynasty Trusts CRT Planning International Estate
AD
Anne M. Delacroix
Vice President, Family Governance

Anne works directly with families to develop governance frameworks, family constitutions, and next-generation education programs that ensure smooth wealth transitions.

Family Constitutions Next-Gen Education Conflict Resolution

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