Team of Experts


Management

Glen A.

Chief Executive Officer, Chief Compliance Officer

Joe S.

Chief Operations Officer

Rachel M.

Chief Customer Officer

Clay M.

Chief Technology Officer

Ned A.

President

Tyler P.

VP of Marketing, VP of Web Development

Tabitha W.

VP of Trust Services

Thena F.

VP of Trust Operations

Ashby K.

VP of Tax Administration, VP of Settlement Services


Investment

Robert M, Ph.D.

Managing Principal, Director of Compliance

Tyler P.

Financial and Operations Principal

Cathleen D.

Financial and Operations Principal

Bud K.

Senior Portfolio Analyst

Brad K.

Senior Portfolio Analyst

Ryan K.

Portfolio Analyst

Matt K.

Portfolio Analyst


Professional

Lauren C.

Financial Controls & Reconciliation Manager

Leslie H.

Client Services

Danette S.

Client Services

Scott W.

Content Editor

Melissa L.

Operations Associate


Compliance

Glen A.

Chief Executive Officer, Chief Compliance Officer

Joe S.

Chief Operations Officer

Robert M, Ph.D.

Managing Principal, Director of Compliance

Tyler P.

Financial and Operations Principal

Cathleen D.

Financial and Operations Principal


Legal

Lawrence E.

Legal Counsel

George R.

Legal Counsel

Scott H.

Legal Counsel

Michele F.

Legal Counsel


Trust Officers

Glen A.

Senior Trust Officer

Ned A.

Senior Trust Officer

Tyler P.

Trust Officer

Ashby K.

Trust Officer

Rachel M.

Trust Officer


Technology

Clay M.

Chief Technology Officer

Meji M.

Senior Application Developer

Kevin L.

Senior Application Developer

Bradlee M.

Application Developer

Christian B.

Application Developer

Mitt J.

UI/UX Developer