Use good judgment
Our Approach
Our Board
Board Director
Board Director & Chair
Board Director
Board Director & Vice Chair
Board Director
Our Team
Information Technology Manager
Trust Analyst II
Assistant Director | Accounting
Trust Associate
IT Systems Business Analyst
Principal | Trust Officer
Trust Associate
Vice President | Compliance
Trust Advisor
Trust Officer
Senior Business Operations Associate
Trust Associate
Vice President | Human Capital and Business Operations
Senior Vice President | Director of Business Operations
Senior Vice President | Trust Officer
Trust Officer
Trust Operations Lead
Trust Advisor
Administrative Assistant
Human Capital Associate
Vice President | Trust Operations
Together, our combined firm serves the increasingly complex needs of multigenerational families.