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Extended Leadership Team

Rosa Dolce
Director, Client Service

Rosa joined Market Street in 2017 as Director, Client Service in the New York office. Prior to joining Market Street, Ms. Dolce was a Senior Trust Officer and Vice President at JP Morgan Private Bank in New York City. Previously, she was a Senior Fiduciary Specialist and Vice President at BNY Mellon Wealth Management.

An attorney, Ms. Dolce worked as an estates administration specialist with Dunnington, Bartholow & Miller and began her career with Jankoff & Gabe. Rosa received her law degree from Georgetown University. 

Chris R. Girts
Director, Client Service

Chris manages high-net worth client relationships for both individual and trust accounts. He works with individual and family group clients on financial and estate planning and advises clients on fiduciary issues.

Prior to joining Market Street, Chris was a Financial Advisor with Wells Fargo Advisors in Scranton, PA, where he provided all aspects of wealth management, portfolio construction, and estate planning for individuals and families, including business owning families. He previously served as Executive Vice President with Ryder Asset Management. Before that, Chris spent more than 10 years in investment banking conducting equity research, advising some of the largest North American institutional investors, with Thomas Weisel Partners in New York City and San Francisco, and Raymond James Financial in St. Petersburg, FL.

Chris has a Bachelor of Arts in Business Administration from Concordia College in Bronxville, New York and he holds several FINRA investment securities licenses, as well as a Pennsylvania Insurance License.

Tricia S. Khan
Controller / Director, Corporate Finance & Reporting
 

Tricia is responsible for maintaining the integrity of accounting information and financial records for Market Street and its Clients, implementing strategic initiatives for corporate finance, and providing general oversight of the Accounting functional area. She works closely with Market Street’s internal and independent auditors, and assists with compliance and reporting to the New York State Department of Financial Services.

Prior to joining Market Street in 2017, Tricia was a Controller with Nucor Corporation where she managed the Finance, Procurement, Human Resources and Information Technology departments at one of its New York divisions. Tricia previously served as a Tax Manager with Ernst & Young, where she provided tax advisory and compliance services to financial institutions doing business within the Caribbean.

Tricia is a Fellow of the Association of Chartered Certified Accountants (FCCA) and holds a Bachelor of Laws (LL.B. Hons.) degree from the University of London.

Toby McNeill
Senior Director, Client Service

Toby is responsible for ensuring that each Market Street client has an excellent experience when it comes to their interactions with our wealth advisory professionals and integrated services. Toby oversees the Client Service team in their work to provide holistic financial, tax, fiduciary, investment, estate planning, and other services to individuals and family groups. 

Prior to joining Market Street, Toby was managing director of Deloitte Tax and also Deloitte Private Wealth Practice leader for the Carolinas. There he was responsible for coordinating and adjusting client assignments, managing pricing and engagement economics, ensuring the highest quality of services to clients, as well as following and maintaining internal quality assurance practices.

Toby received both his B.S. in Business Administration and his Master in Accounting degrees from the University of North Carolina at Chapel Hill. He is currently a Certified Public Accountant, North Carolina, and a member of the AICPA and North Carolina Association of Certified Public Accountants.

Theresa J. Pratt
Chief Information Security Officer

Theresa's responsibilities focus on cyber-security, complying with the New York State Department of Financial Services regulations, and strategic efficiencies through technological enhancements. She joined Market Street in 2012.

Previously, Theresa worked for CRB Consulting Engineers as their Corporate Applications Manager. In this role, she led the team that supported all major corporate applications, including accounting, intranet, secured client portals and CRB's website. Theresa is an adjunct instructor for Elmira College, teaching Information Technology in their business management program. She also serves on the board of the Chemung County Veterans Monument organization.

Theresa holds a B.A. and M.S. from Elmira College in Information Technology Management, Microsoft Certification in VB.net programming and has completed executive certification in negotiation through Notre Dame University.

Sara J. Roupp
Director of Trust and Compliance

Sara's responsibilities include managing all aspects of trust and estate administration in accordance with established policies, applicable laws and regulations governing fiduciaries and trust companies. In addition, she is responsible for developing and administering Market Street's compliance program.

In her role she works closely with officers, managers, and employees to insure that all policies and procedures, as well as legal and regulatory requirements, are properly followed.

Prior to joining Market Street, Sara served as a Trust Officer with First Citizens National Bank, a Community bank located in Mansfield, Pennsylvania, where she managed investment, retirement and personal trust accounts. Sara is active in her community as the Chair of the Finance Committee of Partners in Progress of Mansfield, Pennsylvania, and as Vice President of the Board of Directors for Broad Acres Health & Rehabilitation Center in Wellsboro, Pennsylvania.

Sara received her B.S. in Business Administration from Mansfield University and has completed numerous advanced training courses in trust administration, financial planning, and retirement services.

Robert J. White, CFA, CFP®
Director, Investments

Robert is responsible for developing Market Street's investment strategies as well as providing guidance on portfolio construction. He is also responsible for manager research and selection.

Prior to joining Market Street, Robert most recently worked within the UK's regulatory structure where he implemented a methodology to determine if a portfolio had been mismanaged against client objectives. Previously, Robert worked for Gerrard Investment Management (part of Barclay's Bank) where he served as a portfolio manager and fund analyst. He was responsible for manager selection and also provided internal guidance on portfolio construction. Robert has also held fund analyst and investment manager roles at Fidelity International and HSBC Investments.

Robert received a B.S. (Honors) degree in Business Management from King's College, University of London. He is a member of the New York Society of Securities Analysts and also holds the right to use both the Chartered Financial Analyst® and Certified Financial Professional® designations.

Robert currently serves on the Board of Directors for the Horseheads Family Resource Center. He has previously served as a member of the Investments and Property Committee for the Corning Community College Development Foundation, and has volunteered as a grants panelist for the Community Foundation of Elmira-Corning and the Finger Lakes.



Corning Office
80 East Market Street, Suite 300
Corning, New York 14830
607.962.6876 phone
607.962.6709 fax


New York City Office
499 Park Avenue, 26th Floor
New York, New York 10022
212.400.9070 phone
607.962.6709 fax


Market Street Trust Company Selected as Finalist for ‘Best of the Decade’ Client Service Award

  Market Street Trust Company Named Best Multi-Family Office for Client Service by Private Asset Management

 

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