Team of Experts


Executive Staff & Directors

Glen A.

Founder, CEO, Eastern Point Trust Company

Glen A.

Founder, CEO, Eastern Point Trust Company

Glen began pioneering the way for affordable trust solutions in 1987. He remains focused on building the foundation for families across the world to benefit from trusts, along with building efficient trust solutions for law firms and financial institutions. As CEO and Chairman of the Board, Glen oversees all business activities for Eastern Point Trust Company and its affiliates, along with controlling Eastern Point Trust Company’s exceptional financial condition.

Robert M. Ph.D.

Managing Principal, Eastern Point Securities, Inc.

Robert M., Ph.D

Managing Principal, Eastern Point Securities, Inc.

Bio Here

Ned A.

President, Eastern Point Trust Company

Ned A.

President, Eastern Point Trust Company

As President and Chief Operations Officer of Eastern Point Trust Company, Ned concentrates on business growth and development, operation efficiency, and quality control. All operational business decisions pass through Ned, centered around business growth and client satisfaction.

Tyler P.

Executive Vice President, Eastern Point Trust Company

Tyler P.

Executive Vice President, Eastern Point Trust Company

As Vice President of Eastern Point Trust Company, Tyler reports to the President of Eastern Point Trust Company. Tyler leads marketing, customer relationship management, and business growth decisions on a daily basis.

Clay M.

CTO, Eastern Point Trust Company

Clay M.

Chief Technology Officer, Eastern Point Trust Company

As CTO, Clay focuses on growing and managing the innovative technologies – such as TrustWare™ – that sets Eastern Point Trust Company apart from other financial institutions. He implements R&D for software, programming, and online systems and manages the team of engineers for Eastern Point Trust Company, who are dedicated to the security of client data and growth of client financial autonomy through trust technology.

Floyd S.

Chairman, Eastern Point

Floyd S.

Chairman, Eastern Point

Bio Here

Eric D.

Director, Eastern Point

Eric D.

Director, Eastern Point

Bio Here


Investment Committee

Robert M. Ph.D.

Managing Principal, Eastern Point Securities, Inc.

Bud K.

Founder, LSA Portfolio Analytics Principal

Bud K.

Founder, LSA Portfolio Analytics Principal

Bio Here

Brad K.

President and Chief Financial Officer, LSA Portfolio Analytics Principal

Brad K.

President and Chief Financial Officer, LSA Portfolio Analytics Principal

Bio Here

Ryan K.

LSA Portfolio Analytics Principal

Ryan K.

LSA Portfolio Analytics Principal

Bio Here

Matt K.

LSA Portfolio Analytics Principal

Matt K.

LSA Portfolio Analytics Principal

Bio Here


Professional Staff

Thena F.

VP of Operations

Thena F.

VP of Operations

Bio Here

Tabitha W.

VP of Client Services

Tabitha W.

VP of Client Services

Bio Here

Ashby K.

VP Strategic Planning

Ashby K.

VP Strategic Planning

Bio Here

Scott W.

Content Editor

Scott W.

Content Editor

Bio Here

Troye F.

Operations Associate

Troye F.

Operations Associate

Bio Here

Tara V.

Operations Associate

Tara V.

Operations Associate

Bio Here

Leslie H.

Operations Associate

Leslie H.

Operations Associate

Bio Here

Crystal M.

Operations Associate

Crystal M.

Operations Associate

Bio Here

Laura S.

Operations Associate

Laura S.

Operations Associate

Bio Here

Melissa A.

Operations Associate

Melissa A.

Operations Associate

Bio Here

Susan A.

Operations Associate

Susan A.

Operations Associate

Bio Here

Shirley I.

Operations Associate

Shirley I.

Operations Associate

Bio Here

Dannette S.

Distributions Assistant

Dannette S.

Distributions Assistant

Bio Here


Legal Counsel

Lawrence E.

Legal Counsel

Lawrence E.

Legal Counsel, Shulman, Rogers, Gandal, Pordy & Ecker, P.A

Bio Here

George R.

Legal Counsel, Robinson | Robinson, LLC

George R.

Legal Counsel, Robinson | Robinson, LLC

Bio Here

Kayla S.

Legal Assistant, Robinson | Robinson, LLC

Kayla S.

Legal Assistant, Robinson | Robinson, LLC

Bio Here

Scott H.

Legal Counsel, Mark B. Williams & Associates, PLC

Scott H.

Legal Counsel, Mark B. Williams & Associates, PLC

Bio Here

Michele F.

Legal Counsel, Founder of Michigan Law Center, PLLC

Michele F.

Legal Counsel, Founder of Michigan Law Center, PLLC

Bio Here


Trust Officers

Ned A.

Trust Officer

Tyler P.

Trust Officer

Glen A.

Trust Officer


Engineers

Clay M.

CTO, Eastern Point Trust Company

Meji M.

Senior Application Developer

Meji M.

Senior Application Developer

Bio Here

Jim D.

Senior UI/UX Design & Development

Jim D.

Senior UI/UX Design & Development

Specializing in web, print and media creation, Jim designs and develops interactive informational frameworks, page elements and motion graphics for Eastern Point Trust’s websites. Responsibilities also include media, online fillable trust documents and printed collateral creation. Jim has worked in the Visual/Marketing Communication industry since 1992.

Bradlee M.

Software Engineer

Bradlee M.

Software Engineer

Bio Here

Amy P.

Software Engineer

Amy P.

Software Engineer

Bio Here

Christian B.

Software Engineer

Christian B.

Software Engineer

Bio Here

Bill B.

Hardware Engineer

Bill B.

Hardware Engineer

Bio Here