Leadership
Kate Shackleton
EVP, Trust & Insurance at LPL
Kate is responsible for the development and delivery of capabilities to support advisors and institutions who serve complex clients with multigenerational wealth management needs.
Dan Allen
SVP, President & Chief Operations Officer
Dan oversees the end-to-end operational processes for the firm, drives our approach to risk and regulatory matters, and executes on our strategic initiatives, which includes our efforts to further modernize PTC.
Tristan McCormick
SVP, Chief Fiduciary Officer
Tristan leads the trust administration, estate settlement and retirement oversight functions, and upholds the highest standards of ethical conduct in all fiduciary matters.
Departments
Trust Administration
The Trust Administration department is responsible for the day-to-day management and oversight of trust accounts. Our experienced professionals ensure that all trust documents are accurately interpreted and executed, and that all legal and fiduciary responsibilities are met. They work diligently with advisors to protect client assets while adhering to the highest standards of integrity and compliance.
Business Development & Consulting
The Sales Development team focuses on growing the trust company’s client base and expanding our reach. They identify and pursue new business opportunities, build relationships with potential clients, and collaborate with financial advisors and other partners.
Account Management
The Account Management team serves as the backbone of our operations, ensuring the smooth and accurate execution of all account-related activities. This dedicated team is responsible for a wide range of critical functions, including the execution and settlement of internal trades, managing deposits and disbursements, posting income, and maintaining the integrity of client accounts.
Strategy & Marketing
The Strategy & Marketing department is responsible for shaping the overall direction and growth of the trust company. They develop and implement strategic plans to enhance our brand, expand our market presence, and improve client engagement.