New York

Jim Paladino

Co-Regional Head - USA - Private Client Services

Jim is the Co-Regional Head of USA – Private Client Services at JTC, based in New York. Jim is responsible for driving business growth in the region, supporting JTC’s US expansion goals, and ensuring the delivery of exceptional service across private client services in Delaware, South Dakota, and Wyoming.

Get in touch with Jim

PCS

Highlights

In addition to his role at JTC, Jim serves as President and Executive Managing Director at SDTC, where he leads a team focused on client engagement, business development, and trust planning support.

Jim began his career as a Trust & Estates Attorney at Wilson, Elser, Moskowitz, Edelman & Dicker. Before joining SDTC, he held the position of Vice President and Trust and Estate Director at Citigroup, where he provided technical estate and charitable planning assistance to clients and their advisors. Prior to that, Jim served as the Northeast Planning Director at Smith Barney (now Morgan Stanley).

In their spare time

Jim enjoys traveling and spending time with his wife and two children; skiing, fishing and going to the beach.

Qualifications

Bachelor of Science in Business Administration, State University of New York at Albany
Juris Doctorate, St. John’s University School of Law
LLM in Taxation from New York University
TEP (Society of Trust and Estate Practitioners)
Admitted to the State Bar of New York and New Jersey, Member of the New York State Bar
Served as Corporate Counsel Liaison Officer to the Individual Tax & Private Client Committee of the International Bar Association (IBA)