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  • Schotte gray SQ

    Preston Schotte, MBA, CTFA

    Jun 26, 2018

    The Trust Company welcomed Preston to the Manhattan office in 2018. He works with individuals, businesses and institutional clients to establish and execute wealth management plans.Prior to joining…

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  • Seay SQ

    Katie Seay, CFP®, CTFA, CRC®

    Nov 11, 2014

    Katie Seay (pronounced “See”) is the President & Director of Wealth Management. In this role, she oversees all areas of client service, investments, and marketing/business development. A…

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