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Carece Rufe

Associate Director - Private Client Services Delaware 

Carece joined JTC in 2022 following the acquisition of New York Private Trust Company (NYPTC) in Delaware.

Carece manages a team of trust officers and associates and is responsible for the administration of foreign and domestic personal trusts. She reviews the new business and unique assets to be held within the trusts.

Carece started her trust career in 2004. Prior to JTC, she was a fiduciary advisor and vice president managing a large book of high net worth clients.

Throughout the years, she has worked with investment advisors and estate planning professionals from around the world. She has built long-term relationships with clients and advisors who know that they can rely on Carece to deliver outstanding service.

Qualifications

  • Bachelors in Finance
  • Certified Trust and Fiduciary Advisor, CTFA

In Their Spare Time

In her spare time, Carece loves to cook and entertain her family. When time allows, she loves to travel and wants to see and experience as much of the world as possible.

She also enjoys boating, running, taking her dog on adventures and almost anything that has to do with being outside.

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We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 83% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

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We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

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We aim to work with clients who share our belief in the importance of building strong relationships over time.

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