The Team
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MEET OUR TEAM

Image of Jay Butler

Jay Butler

CEO

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Image of Jaclyn K. Berry

Jaclyn K. Berry

Chief Revenue Officer

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Image of Kathryn M. Maloney

Kathryn M. Maloney, ATFA

President

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Image of Kelli Gardner

Kelli Gardner, JD

Chief Fiduciary Officer

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Image of Natalie Cannella

Natalie Cannella, JD

Associate Fiduciary Counsel

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Image of Chase Himes

Chase Himes, JD

Senior Trust Manager

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Image of Jasmine Walker

Jasmine Walker, MBA, ATFA

Senior Trust Manager

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Image of Lilly Ngo

Lily Ngo, JD, CTFA

Senior Trust Manager

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Image of Sinead Fitzsimons

Sinead Fitzsimons

Senior Trust Manager

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Image of Amanda M. Luthy

Amanda M. Luthy, MBA, CTFA

Special Asset Manager

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Image of Craig Amling

Craig Amling, CTFA

Senior Trust Officer

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Image of Shawn Mitchell

Shawn Mitchell, MBA, CTFA, ATFA

Trust Officer

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Image of Claire Hausler

Claire Hausler

Trust Officer

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Image of Nick LaMorte

Nick LaMorte, MBA, ATFA

Trust Officer

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Image of Lisa Kelly

Lisa Kelly, ChSNC

Trust Officer

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Photo of Laura Schlesing

Laura Schlesing, ATFA

Trust Officer

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Image of Harmony Williams

Harmony Williams

Trust Officer

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Image of Chris Majewski

Chris Majewski

Trust Officer

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Image of Hilda Cabrera

Hilda Cabrera

Trust Officer

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Photo of Savannah Rocco

Savanna Rocco, MBA

Trust Officer

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Image of Chris Matthews

Chris Matthews, MBA

Trust Officer

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Image of Kasey Norris

Kasey Norris

Trust Officer

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Image of Isabel Arroyo

Isabel Arroyo, JD

Trust Officer

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Image of Audrey Baker

Audrey Baker

Trust Officer

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Image of Jasmine Thomas

Jasmine Thomas

Trust Administrator

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Image of Laura Goldsmith

Laura Goldsmith

Senior Trust Operations Specialist

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Image of Stacy Blailock

Stacy Blailock

Senior Trust Operations Specialist

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Image of Donya Bolden

Donya Bolden

Trust Operations Specialist

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Picture of Jada Love

Jada Love

Trust Operations Specialist

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Image of Joe Havasy

Joe Havasy, RSP

Senior Trust Administrator

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Image of Caitlyn Harris

Caitlyn Harris, JD

Trust Administrator

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Image of Kellyn Wilson

Kellyn Wilson

Trust Administrator

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Image of Angela Walker

Angela Walker

Trust Administrator

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Image of Janida Glover

Janida Glover

Trust Administrator

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Sydney McFall, JD

Trust Administrator

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Image of Brandi O. McKenzie

Brandi O. McKenzie

Trust Administrator

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Image of Mallory Tivey

Mallory Tivey

Trust Administrator

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Image of Chloe DeBoer

Chloe DeBoer

Office Manager

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