| Name | Title | Contact Details |
|---|---|---|
Richard Morelli |
Executive Vice President, Chief Financial Officer and Treasurer | Profile |
Richard Sudol |
Executive Vice President and Chief Financial Officer | Profile |
Lori Dufficy |
Executive Vice President and Chief Experience and Engagement Officer | Profile |
Anne Wilkinson |
Chief Human Resources Officer | Profile |
Kristin Zummo |
Vice President of Learning and Development Manager | Profile |
Legacy Private Trust Co is a Neenah, WI-based company in the Financial Services sector.
Farmers & Merchants Bank of Western Pennsylvania is a Kittanning, PA-based company in the Financial Services sector.
Bank of DeSoto is a Desoto, TX-based company in the Financial Services sector.
BDT & MSD Partners is a merchant bank established in 2023 from the merger of BDT & Company and MSD Partners. The firm focuses on providing strategic advisory services and long-term capital solutions tailored for business owners, family offices, and strategic investors. Their core services include strategic advisory for mergers and acquisitions, capital structure optimization, and trust and estate planning. They also offer investment management through affiliated advisers, focusing on risk-adjusted returns. Additionally, BDT & MSD Partners supports family offices with legacy management and multi-generational wealth planning. Led by Byron Trott and Gregg Lemkau, the firm has a strong leadership team that includes key personnel in compliance, technology, and operations. They manage multiple funds and have made notable investments, such as acquiring a stake in IMA Group to foster growth. The firm is dedicated to aligning with long-term investors and leverages a global network of business owners and investors for shared insights.
Brotherhood Bank & Trust was founded in 1924 by the President of The International Brotherhood of Boilermakers, Iron Ship Builders, Blacksmiths and Forgers. The Brotherhood continues to maintain ownership in, and close ties with, the Bank and its