Kate Shackleton
Executive Vice President – Trust & Insurance at LPL
Kate is responsible for the development and delivery of capabilities to support advisors and institutions who serve… Read more
Management
Tristan McCormick
Chief Fiduciary Officer
Tristan leads the trust administration, estate settlement and retirement oversight functions, and upholds the highest… Read more
Ben Foreman
Vice President – Trust Consulting
Ben serves the eastern half of the United States, helping advisors gather and retain assets that are held in trust… Read more
Nate Brent
Vice President – Business Development
Nate leads PTC’s efforts with advisors to leverage a corporate trustee in support of multi-generational… Read more
Dan Allen
President & Chief Operating Officer
Dan oversees the end-to-end operational processes for the firm, drives our approach to risk and regulatory matters, and executes on…Read more
Danielle Gutter
Vice President – Operations
Danielle leads all aspects of the firm’s multiple technology platforms including implementation of new software releases, all… Read more
Dianne Harmata
Vice President – Trust Administration
Dianne is responsible for developing and implementing the strategic goals and underlying service and… Read more
Jim Clementi
Vice President – Trust Counsel
Jim provides a full range of in-house legal support, giving guidance on legal issues arising in the company’s… Read more