HOUSTON, Dec. 21, 2017 /PRNewswire/ -- Sentinel Trust Company, LBA, one of the nation's leading boutique wealth management firms and multi-family offices, is pleased to announce several senior officer promotions:
- Anne-Lise Wiegand, CPA, Shareholder and Senior Vice President, is promoted to Chief Financial Officer. She succeeds Bart J. Rainey, CPA, CFA, Shareholder and a 15-year veteran of Sentinel Trust, who announced his retirement in August 2017. He will transition to Of Counsel.
- Jimmy Reed, MBA, CFA, Shareholder and Director of Business Operations, is promoted to Senior Vice President.
- Andrew B. Smith, JD, Shareholder and Senior Relationship Officer, is promoted to Senior Vice President.
- David L. Zahn, CPA, CFP®, Vice President and Senior Relationship Officer, is elected as a Shareholder.
"We are thrilled for these talented individuals who have contributed so much to our clients and our Firm," notes Lissa S. Gangjee, President. "They are each excellent in their respective fields."
Sentinel Trust also congratulates Walter J. Muller III, PhD for his election to the Board of Directors. Walter retired from his role as Chief Investment Officer of Bank of America in 2017.
J. Thomas Eubank, JD, is named Director Emeritus after more than 20 years on the Sentinel Trust Board of Directors. Tom is Senior Counsel at Baker Botts LLP and a former member of its management committee.
"On behalf of the Sentinel Trust Board, we are pleased to welcome Walter and look forward to leveraging his 30 years of investment experience for our clients, " remarks D. Fort Flowers, Jr., CEO and Chairman of the Board. He adds, "We are also grateful for Tom's many years of service on the Board."
About Sentinel Trust Company, LBA
Sentinel Trust Company, LBA is an independent wealth management firm and multi-family office that provides comprehensive wealth and succession planning, fiduciary, investment management, philanthropic, and family office services to a select group of affluent families and their closely held entities and foundations. Founded in 1997 as the successor to two 40-plus-year old single-family offices, Sentinel Trust currently serves more than 30 multi-generational families nationwide and is responsible for approximately $4 billion in assets as of December 15, 2017. To learn more, visit www.sentineltrust.com.
SOURCE Sentinel Trust Company, LBA