Who We Are
As part of the Cone Marshall Group, Wyoming Foundation Services provides private foundation services to client families throughout the world.
Geoffrey Cone
Founder and Senior Principal, Cone Marshall Limited
Geoffrey Cone is the founder and senior principal of Cone Marshall and a leading international trust and tax planning lawyer. He has participated as leading counsel in cases at all levels of the New Zealand courts and at the Privy Council in London.
Among other publications, Geoffrey has contributed to Trusts & Trustees, Rothschild Trust Review, the New Zealand Law Journal, and The World Trusts Survey and International Trust Disputes (both Oxford University Press).
He started his career practicing commercial litigation as well as tax and trust advisory work. He then served as a litigator in the British West Indies for two years. In 1998, he established his own firm, Cone and Co., in New Zealand which became Cone Marshall Limited in 2007.
Geoffrey has a postgraduate diploma in tax and trust law and completed an LLB at the University of Otago.
Katrina Robinson
CEO, Cone Marshall Group
CEO and Executive Director, Member, Board of Directors, Teton Trust Company
Katrina Robinson is the CEO of the Cone Marshall Group and the CEO of Teton Trust Company.
Previously, Katrina worked as a portfolio manager at the Royal Bank of Canada in New York City.
Katrina is admitted to practice law in New York. She is a member of the Society of Trust and Estate Practitioners (STEP) and the treasurer of the Wyoming STEP branch. She is a member of the International Tax Planning Association (ITPA), the New York City Bar Association, and the New York State Bar Association.
From Kingston, Jamaica, Katrina completed a JD at the Cardozo School of Law in New York City, an MPhil at the University of Cambridge, where she was a Cambridge Trust scholar, and an AB at Princeton University. She is also a graduate of Phillips Academy Andover.
In addition to her native English, Katrina is fluent in Spanish and Portuguese.
Abbie Flaherty
Director of Trustee Services, Member, Board of Directors, Teton Trust Company
Abbie Flaherty is the director of Trustee Services at Teton Trust Company and a director of the board. She has worked for the Cone Marshall Group since 2012 in a variety of disciplines.
Abbie is a barrister and solicitor in New Zealand, where she holds a practicing certificate and is a member of the New Zealand Law Society. She is admitted to practice as a member of the New York State Bar. She is also a member of the Society of Trust and Estate Practitioners (STEP).
Abbie completed BA/LLB degrees at the University of Canterbury in Christchurch, New Zealand, spending her final semester at the University of Copenhagen.
David Harris
Chairman, Board of Directors, Teton Trust Company
David Harris is chairman of the board of Teton Trust Company and oversees business development for Davies Street Trustees in London. David has over 40 years of practical experience in both law and investment banking, specializing in U.K, private, and international business clients, as well as public companies.
Previously, David practiced law as a partner at the London firm Nabarro Nathanson before joining the London investment bankers NM Rothschild & Sons Ltd., whose international trust business he led for 26 years. In 1987, David was appointed to the main board of NM Rothschild & Sons and became the London CEO of the Rothschild Trust Group. He has also served as a director of many other Rothschild Group companies outside the U.K.
In 1985, David became a fellow of the Institute of Taxation with a thesis on the taxation of private companies.
Douglas Barnes
Board of Directors, Teton Trust Company
Douglas Barnes has been on Teton Trust Company’s board of directors since 2017. He is a practicing attorney and a member of the New York Bar. He focuses on corporate law practice for early-stage companies and technology-related transactions.
Douglas grew up very close to Wyoming, in Fort Collins, Colorado, and maintains close connections to the area. Prior to launching his own law firm in 2015, Douglas practiced corporate and technology transactions law at Sullivan & Cromwell; Milbank; and Gibson Dunn.
Douglas has a JD at the University of Texas School of Law, a BS in computer science at Colorado State University, and a BA in humanities from the University of Texas at Austin.
Paolo Panico
Board of Directors, Teton Trust Company
Paolo Panico has been on Teton Trust Company’s board of directors since 2017. He has experience in law and business as the Cchairman of Private Trustees SA, an independent and regulated trust company based in Luxembourg.
Paolo is qualified as a solicitor in Scotland and as a lawyer in Romania. He is a member of the Luxembourg Bar. He also serves as an adjunct law professor at the University of Luxembourg and the University of Liechtenstein, where he teaches international and comparative trust law.
In May 2016, Paolo was appointed deputy chair of the Benelux branch of the Society of Trust and Estate Planners (STEP), and he served as treasurer of the Milan branch from 2006 to 2010. Paolo is a member of the International Academy of Estate and Trusts Law (TIAETL), vice chairman of the International Tax Planning Association (ITPA), and a member of the Italian Trust Society, where he served as a council member from 2008 to 2011.
David Bertsch
Attorney, Teton Trust Company
David Bertsch is an attorney for Teton Trust Company.
David serves on the board and judicial committee of the Wyoming Trust Association. He is admitted to practice in Wyoming.
Previously, David worked as a litigation attorney, a fly-fishing guide, and a ski instructor.
From Pittsburgh, David was a dean’s scholar at the University of Pittsburgh, graduating with a JD. He has a BS at Penn State.
Adam Webb
Chief Financial Officer, Teton Trust Company
Adam Webb joined Teton Trust Company in 2021 as the chief financial officer. With over 20 years of experience, he is responsible for overseeing the accounting department and financial operations of the company.
Previously, Adam was an auditor at Grant Thornton, working in the banking and government sector, and the CFO for a multifamily real estate developer.
Adam is a licensed CPA in Canada.
Adam completed a BBA with a specialization in accounting at Simon Fraser University in Vancouver, Canada.
María de la Paz Otálvares
Trust Operations, Teton Trust Company
María de la Paz Otálvares is a trust officer at Teton Trust Company.
Previously, María worked on the corporate and mergers and acquisitions teams of two well-known law firms in Buenos Aires, advising local companies and foreign investors as well as start-ups focused on software and fintech, especially in matters related to international financing rounds. She has experience in corporate conflicts, business structuring, and finance.
María is a licensed Argentine lawyer.
María completed a postgraduate degree in law, technology, and business at Torcuato DiTella University in Buenos Aires and an LLM at the University of Illinois Urbana-Champaign. She also graduated with honors from Universidad Católica Argentina.
In addition to her native Spanish, María is fluent in English and Portuguese.
Jessica Sheehy
Trust Officer, Teton Trust Company
Jessica Sheehy is a trust officer at Teton Trust Company. She is responsible for trust administration and works closely with clients and their advisors.
Jessica has past experience in marketing, real estate, and operations.
From Tuscaloosa, Alabama, Jessica completed a BS at the University of Alabama, graduating with honors.
Ignacio Aberastain Diz
Legal Associate and Trust Officer, Teton Trust Company
Ignacio Aberastain Diz is a legal associate and trust officer at Teton Trust Company. He drafts and reviews legal documents related to TTC’s trustee roles and trust administration.
Ignacio worked for ten years at top tier law firms in Argentina where he focused on international trusts and estate planning for multinational families and tax law advice on cross border transactions.
Ignacio is admitted to practice law in Argentina. He is a member of the City of Buenos Aires Bar Association, the Argentine branch of the International Fiscal Association, and the Wyoming branch of the Society of Trust and Estate Practitioners (STEP).
Ignacio has an LLM from the University of Illinois Urbana-Champaign, a tax law specialization at the University of Buenos Aires, and an undergraduate law degree at Universidad Austral in Argentina.
In addition to his native Spanish, Ignacio is fluent in English and conversant in French. He has dual citizenship in Argentina and Spain.
Mattie Hagerty
Chief Executive Assistant, Teton Trust Company
Mattie Hagerty is chief executive assistant to the CEO of Teton Trust Company. She joined the TTC team in 2018.
Previously, Mattie worked in marketing and public relations.
From Washington DC, Mattie completed a literature BA at Sarah Lawrence College in New York.
Maame Dufie Owusu
Legal Associate, Teton Trust Company
Maame Dufie Owusu joined Teton Trust Company’s New York office in 2021. She has both in-house and litigation experience in the areas of commercial real estate title and employment law, respectively.
Dufie is admitted to practice law in the states of New York and Missouri.
Originally from Accra, Ghana, Dufie completed a JD at the University of Missouri-Kansas City School and a BS in justice systems and psychology at Truman State University in Missouri, from which she graduated cum laude.
Dufie is bilingual in English and Akan.
Ximena Rojas
Trust Officer, Teton Trust Company
Ximena Rojas joined Teton Trust Company’s New York office in 2022.She has a background in financial and economic research as well as debt structuring.
From Paraguay, Ximena completed an undergraduate degree in finance at the American University in Washington DC.
In addition to her native Spanish, Ximena is fluent in English, Portuguese, and German.
Pulkit Agrawal
Head of Global Compliance, Cone Marshall Group
Nominated Compliance Officer, Teton Trust Company
Pulkit Agrawal joined Cone Marshall in 2015. He is the nominated compliance officer of Teton Trust Company and oversees the compliance functions of all regulated entities of the Cone Marshall Group. He has a wealth of experience in critical compliance and international compliance laws and regulations, including anti-money-laundering/combating the financing of terrorism controls, the Common Reporting Standard, the Foreign Account Tax Compliance Act, New Zealand foreign trust registration rules, the economic substance doctrine, and beneficial ownership reporting requirements.
Previously, Pulkit held various positions at a compliance consultancy firm and a derivatives issuer based in Auckland, New Zealand.
From India, Pulkit completed a postgraduate diploma in business management at Auckland Institute of Studies and an MBA at the University of North Alabama.
Pulkit is multilingual in English, Hindi, and Gujarati.
