Our nationwide custody account administrators include some of the most knowledgeable and experienced professionals in the industry today. We are always available anytime–day or night–to answer your Custody Services questions no matter how technical or complex they may be.
We speak English, Spanish and Arabic. You can reach our Administrators by calling toll free (866) 393-8377.
Chief Executive Officer, Chief Trust Officer, Chief Financial Officer, and Treasurer
Sharon R. Robertson, CPA
Senior Vice President
Jean Moran
Vice President and Trust Operations Manager
Suzette Irwin
Trust Operations Specialist
Patricia Nogo
Accounting Specialist