OUR TEAM

Experienced Financial Professionals

EXPERIENCED

Our professionals average over 20 years of experience in financial services including alternative investment management, domestic and international trusts, as well as private trust company and multi-family office administration.

COMMITTED TO SERVICE

By continuously investing in our people and technology, we are committed to delivering industry leading service through experienced senior officers and 24/7 access to consolidated reporting via our online portal.

WYOMING BASED

Supervised by the Wyoming Division of Banking, we operate as a chartered trust company and a Qualified Custodian under federal and state law. All employees and administration are based entirely in Wyoming.

LEADERSHIP TEAM

Joel Revill

JOEL REVILL

Chief Executive Officer

Dustin Sventy

DUSTIN SVENTY

Chief Investment Officer

Cassie Hoffman

CASSIE HOFFMAN

Head of Trust Services

Chris Norwine

CHRIS NORWINE

Head of Business Development

Alex Duncan

ALEX DUNCAN, CPA

Chief Financial Officer

Patrick Fleming

PATRICK FLEMING

Director

Laura Ladd

LAURA LADD

Director

Richard Nelson

RICHARD NELSON

Director

Nick Lovett

NICK LOVETT

Investment Operations Manager

Bayless Sword

BAYLESS SWORD

Trust Operations Manager