Management

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

Chief Fiduciary Officer

Tristan leads the trust administration, estate settlement and retirement oversight functions, and upholds the highest… Read more

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

Vice President – Business Development

Nate leads PTC’s efforts with advisors to leverage a corporate trustee in support of multi-generational… Read more

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

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

Vice President – Operations

Danielle leads all aspects of the firm’s multiple technology platforms including implementation of new software releases, all… Read more

Jack Keane

Vice President – Chief Financial Officer

Jack is responsible for strategic planning, financial reporting and… Read more

Vice President – Trust Administration

Dianne is responsible for developing and implementing the strategic goals and underlying service and… Read more