Sentinel Trust Company Announces New Hire

HOUSTON, March 13, 2015 /PRNewswire/ -- Sentinel Trust Company, LBA, one of the nation's leading boutique wealth management firms and multi-client family offices, is pleased to announce the following new hire.

On March, 2, 2015, Charles (Chuck) B. Grosvenor, CFA joined Sentinel as Senior Vice President, Senior Investment Advisor.  He joined Sentinel after 18 years at US Trust/Bank of America Private Wealth Management where he served as Senior Vice President, Senior Portfolio Manager and Market Investment Director.  While there, Chuck was responsible for the larger, more complicated family relationships and managed a team of seven investment professionals regionally.

In his new role, Chuck will lead Sentinel's Investment Advisory Group with responsibility for integrated investment planning, asset allocation and the implementation and ongoing monitoring of investment plans.  Chuck earned his A.B. in Economics from Wabash College in Indiana, and his M.S. in Finance from Boston College in Massachusetts.  He also earned the following designations: Chartered Financial Analyst (CFA), Certified Trust and Financial Analyst (CTFA) and Chartered Alternative Investment Analyst (CAIA).

"We are excited to welcome Chuck and strengthen our leadership team with an experienced professional who is passionate about providing superior client service," stated Bruce L. Swanson, Ph.D., Chief Investment Officer.

Sentinel Trust Company, LBA / www.sentineltrust.com/ was founded in 1997 as the successor to two 40 plus year old single family offices.  As a multi-client family office, Sentinel provides wealth management, fiduciary, investment management and family office services to affluent families, their closely held entities, and their foundations.  Sentinel currently serves more than 34 families and is responsible for over $2.7 billion in assets.  Sentinel is located in Houston, Texas.

 

 

SOURCE Sentinel Trust Company, LBA

Related Links

https://www.sentineltrust.com