Company Information
Employee count
140
Industry
Financial Services
Headquarter
Dallas, Texas, United States
Stephanie Adams
EVP, Head of Trust and Fiduciary Services
Drew Samocki
Senior Fiduciary Officer and Vice President
Kathryn Torigian, CTFA
Vice President, Wealth Management. Senior Trust and Estate Advisor
Mark Fitzsimmons, CFA
Senior Vice President, Senior Investment Strategist
Stephen Matus Jr., CFA
Senior Vice President - Regional Manager of Investments (Michigan)