John was one of the original founders of Aligned Partners Trust Company in the year 2000. He has served as its President since its formation. He has been working in the trust and estate area for more than 35 years. He is an active member of the Probate and Trust Law Section of the Allegheny County Bar Association and is its immediate Past President. John is also a member of the Real Property, Probate and Trust Law Section and the Elder Law Section of the Pennsylvania Bar Association.
Prior to his current role, John was Head of Mellon Bank’s Trust Tax Department and Head of its Closely-Held Asset Valuations Unit. Previously, John was a lawyer with the law firm of Eckert Seamans Cherin & Mellott practicing primarily in its Estate and Trust Department. John also obtained a CPA license while working at the accounting firm of D.G. Sisterson & Co.
John has extensive overall experience in all aspects of estates and trusts, including preparation of complicated estate and trust plans and documents, administration of estates and trusts, preparation of all types of tax returns and managing policy and processing in trust departments.
Lisa has been working in the trust and estate area for more than 10 years. She started her career by serving on the staff of the Honorable Lee J. Mazur in the Court of Common Pleas of Allegheny County, Orphans’ Court Division, while attending law school in the evening. Prior to joining Aligned Partners Trust Company, Lisa worked for a non-profit trust company that administered special needs trust for individuals with disabilities. Lisa earned a Bachelor and Master’s Degree from the Bayer School of Natural and Environmental Sciences at Duquesne University. While studying forensic science in graduate school, Lisa decided to pursue a legal career. She went on to graduate cum laude from Duquesne University School of Law. Lisa currently serves on the Allegheny County Bar Association’s Probate and Trust Law Section Council and is also a member of the Elder Law Committee. In addition, Lisa is a member of the National Academy of Elder Law Attorneys, Pennsylvania Association of Elder Law Attorneys and Pennsylvania Bar Association. Lisa also had the privilege of serving on the Allegheny County Orphans’ Court Rules Committee and assisting with the drafting of the new local Orphans’ Court rules.