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

Executive Vice President

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

Client Services

Leslie H

Client Services

Danette S

Client Services

Shauna L

Operations

Scott W

Content Editor

Stephanie C

Operations


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


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