Team of Experts


Management

Glen Armand

Chief Executive Officer, Chief Compliance Officer

Joe Sharpe

Chief Operations Officer

Rachel McCrocklin

Chief Customer Officer

Clay Miller

Chief Technology Officer

Ned Armand

President

Tyler Phelps

Executive Vice President

Tabitha Ward

VP of Trust Services

Thena Ford

VP of Trust Operations

Chloe Lee

VP of Financial Controls

Ashby Kyhl

VP of Tax Administration, VP of Settlement Services


Investment

Robert Moreschi, Ph.D.

Managing Principal, Director of Compliance

Tyler Phelps

Financial and Operations Principal

Cathleen DePasquale

Financial and Operations Principal

Bud Kasper

Senior Portfolio Analyst

Brad Kasper

Senior Portfolio Analyst

Ryan Kasper

Portfolio Analyst

Matt Kasper

Portfolio Analyst


Professional

Lauren Couchoud

Client Services

Leslie Hanson

Client Services

Danette Sullivan

Client Services

Shauna Lawson

Operations

Crystal Morris

Operations

Scott Wilson

Content Editor


Compliance

Glen Armand

Chief Executive Officer, Chief Compliance Officer

Joe Sharpe

Chief Operations Officer

Robert Moreschi, Ph.D.

Managing Principal, Director of Compliance

Tyler Phelps

Financial and Operations Principal

Cathleen DePasquale

Financial and Operations Principal


Legal

Lawrence Eisenberg

Legal Counsel

George Robinson

Legal Counsel

Scott Hook

Legal Counsel

Michele Fuller

Legal Counsel


Trust Officers

Glen Armand

Senior Trust Officer

Ned Armand

Senior Trust Officer

Tyler Phelps

Trust Officer

Ashby Kyhl

Trust Officer


Technology

Clay Miller

Chief Technology Officer

Meji Miller

Senior Application Developer

Kevin Lewis

Senior Application Developer

Bradlee Maramba

Application Developer

Christian Bradley

Application Developer

Jim D.

UI/UX Developer

Mitt Janata

UI/UX Developer