Mark Bartram
Chief Compliance Officer and General Counsel at Hemenway Trust Company LLC | Boston, Massachusetts, United States
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Mark B. Bartram serves as the Director of Compliance and Deputy General Counsel at Hemenway Trust Company LLC, where he leverages his extensive legal expertise to navigate the complex landscape of regulatory compliance. With a strong focus on anti-money laundering, Bank Secrecy Act compliance, and fiduciary standards, Mark is instrumental in ensuring that the organization adheres to both state and federal regulations. His role encompasses advising senior management on best practices, implementing robust compliance frameworks, and overseeing internal and external audits to mitigate risk exposure effectively.
Mark's deep understanding of regulatory requirements allows him to conduct thorough risk assessments and develop tailored strategies that enhance organizational readiness. He has successfully led key projects aimed at strengthening compliance protocols, which not only safeguard the company’s assets but also bolster client trust in Hemenway’s commitment to ethical practices. His expertise in areas such as asset protection, succession planning, and fiduciary liability positions him as a vital resource for clients navigating the intricacies of family wealth management.
In addition to his compliance responsibilities, Mark plays a crucial role in legal counsel, ensuring that the company’s operations align with ethical standards and regulatory expectations. His proactive approach to risk management and regulatory filings has proven invaluable in maintaining the company’s reputation and operational integrity. As a seasoned professional in the trust and estate planning sector, Mark B. Bartram continues to drive compliance excellence at Hemenway Trust Company, fostering a culture of accountability and transparency.
Chief Compliance Officer and General Counsel at Hemenway Trust Company LLC in September 2021 to Present
Associate General Counsel and Wealth Strategist at Loring, Wolcott & Coolidge Trust, LLC in January 2017 to August 2021
Fiduciary Counsel at Charter Trust in November 2011 to November 2016
Estate Planning Attorney at Paley Rothman in July 2005 to November 2011
Estate Planning Attorney at McNair Law Firm in June 2003 to July 2005
Quartermaster at U.S. Coast Guard in May 1994 to May 2000
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Vermont Law and Graduate School, JD, October 2026
University of Vermont, B.A., October 1990 to October 1994
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Executive Management
Strategic Initiatives
Global Regulatory Compliance
Enterprise Risk Management
Intergenerational Wealth Transfer
Fraud Prevention
Multi-generational wealth transfer
Attention to Detail
Alternative Investments
Supervisory Skills
Relationship Building
Problem Solving
Intellectual
Analytical Skills
Regulatory Filings
Regulatory Risk
Risk Assessment
Regulatory Compliance
Legal Compliance
Fiduciary Risk
Anti-Money Laundering
Estate Planning
Trusts
Tax
Employee Benefits
Wills
Corporate Law
Public Speaking
Estate Administration
Asset Protection
Wealth Management
Special Needs Trusts
Wealth Management Services
Trust Services
Estate Law
Wealth
Charitable Trusts
Investment Management
Fiduciary
Powers of Attorney
Estate Tax Planning
Trust Management
Gift Tax
High Net Worth Individuals
Succession Planning
Private Clients
Fiduciary Services
Fiduciary Liability
Trustee
Wealth Preservation Planning
Wealth Preservation
Family Wealth Management
Risk Management
Business Tax Planning
Family Office
Estate & Gift Taxation
Estate Planning Law
Tax Law
Tax Advisory
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Discover more about Hemenway Trust Company LLCWhat is Mark B Bartram email address?
Email Mark B Bartram at [email protected] and [email protected]. This email is the most updated Mark B Bartram's email found in 2026.
How to contact Mark B Bartram?
To contact Mark B Bartram send an email to [email protected] or [email protected]. (updated on August 27, 2024)
What company does Mark Bartram work for?
Mark Bartram works for Hemenway Trust Company LLC
What is Mark Bartram's role at Hemenway Trust Company LLC?
Mark Bartram is Chief Compliance Officer and General Counsel
What is Mark Bartram's Phone Number?
Mark Bartram's phone (413) ***-*211
What industry does Mark Bartram work in?
Mark Bartram works in the Legal Services industry.
Mark Bartram Email Addresses
Mark Bartram Phone Numbers
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