Sentinel Trust Company Market Research Report
Company Overview
Name: Sentinel Trust Company, LBA
Mission of the Company:
- Sentinel Trust is dedicated to serving select families, helping them pursue their personal, business, and charitable goals. Their aim is to simplify the complexities of wealth management while zealously protecting clients' interests.
Founded: No information is available.
Founder(s): No information is available.
Key People:
- Lissa S. Gangjee, JD, CFP® - President and Chief Executive Officer
- David A. Bristol, Jr. - Vice Chairman
- Todd A. Burchett, FRM, CAIA, CFA® - Chief Investment Officer
- D. Fort Flowers, Jr., CFA® - Executive Chairman
- Anne-Lise A. Wiegand, CPA - Chief Financial Officer
- Manuel J. Mehos, CPA, MBA
- Walter J. Muller, III, Ph.D.
- Ross W. Nager, MPA, CPA
Headquarters: 2001 Kirby Drive, Suite 1200, Houston, Texas 77019
Number of Employees: No information is available
Revenue of the Company: No information is available
Known For:
Sentinel Trust is known for its personalized wealth management services aimed at helping families achieve success in personal, business, and charitable endeavors.
Products
Products Offered:
- Wealth Management Services
- High-level Description: Sentinel Trust offers a comprehensive suite of services designed to simplify life for wealthy families, including investment management, fiduciary services, and financial planning.
- Key Features:
- Investment Strategy: Curated investment strategies to align with each family's unique financial goals.
- Fiduciary Services: Trust and estate administration ensuring family legacies are managed effectively.
- Financial Planning: Comprehensive planning to address all aspects of a family's financial life.
Recent Developments
Recent Developments:
- Q2 2024 Review and Outlook: This publication provides insights into the financial performance and outlook for the coming periods (July 2024).
- On Watch - September 2024: A monthly publication that focuses on monitoring financial and investment trends.
- On Watch - April 2024: A quarterly monitoring publication tracking various market changes (April 2024).
New Products Launched: No information is available.
New Features Added to Existing Products: No information is available.
New Partnerships: No information is available.
Latest Insights
Insights and News:
- SEPTEMBER 2024: On Watch – September 2024
- JULY 2024: Q2 2024 Review and Outlook
- APRIL 2024: On Watch – April 2024
Headquarters Contact Information
Address: 2001 Kirby Drive, Suite 1200, Houston, Texas 77019
Telephone: 713.529.3729
Email: info@sentineltrust.com
Website: sentineltrust.com
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This report is generated based on the information available as of the latest update. Certain fields have no information available and are hence marked as such.
