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  • John Terrill

    John Terrill, CTFA

    Jul 09, 2025

    John Terrill serves as Senior Vice President, Trust Officer, and Wealth Advisor in our Manhattan office. With more than two decades of experience in financial services, John joined The Trust Company…

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  • Toby gray SQ

    Toby Marks

    Oct 18, 2018

      Toby joined The Trust Company’s Investment Management team in 2018, after long and successful associations with American Century Investments and online advisory firm Financial Engines. With…

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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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  • Michael Carlisle SQ

    Michael Carlisle, MBA

    May 14, 2015

    Underneath Michael’s mild-mannered exterior lie a wry sense of humor and an admirable past as both a state record-holder in track and an Air Force officer with top-secret security clearance. He…

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  • Mark gray SQ

    Mark Knackendoffel, J.D.

    Nov 11, 2014

    Mark began his career in trust and investment management in 1983 after earning his bachelor’s degree in Public Administration & Economics from Emporia State University and juris doctor and MBA…

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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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