Steven Chandler

/My focus

I focus on providing trust accounting services for fiduciary clients and charitable organizations.

Client Services

I maintain regular contact with my clients through telephone conferences and e-mail. I assist my clients in a variety of ways: I disburse funds as requested, I assist new clients in transferring funds to Nixon Peabody and I closely monitor my clients’ assets on a daily basis to ensure that they are in balance and have sufficient funds available for their needs.

Charitable Organizations

I work with charitable organizations on a regular basis. I assist in the formulation and dissemination of disbursement policies as well as organizing of the annual meeting of the trustees and advisors. Additionally, I am involved with the process of providing charitable grants; I personally analyze grant proposals from a variety of sources and I provide summaries of these proposals that are utilized at the annual meeting of the trustees and advisors.

/Looking ahead

Personally, I have been tasked with analyzing the trend of the inflows and outflows of our trust accounts. On the whole, I would say that the forecast is positive.