Manhattan Office

Knackendoffel Team

Mark Knackendoffel, J.D.

Mark Knackendoffel, J.D.

President and CEO
Donna Rose, Executive Assistant & Account Administrator

Donna Rose

Executive Assistant and Account Administrator

Schotte/Carver/Culwell Team

Preston Schotte

Preston Schotte, MBA, CTFA

Vice President, Trust Officer & Wealth Advisor
Shelley Carver

Shelley Carver

Trust Officer & Wealth Advisor
Heather Culwell

Heather Culwell, MS

Associate Trust Officer & Wealth Advisor and Paraplanner
Anne Bridgewater, Account Administrator of the Trust Company

Anne Bridgewater

Account Administrator

Wiley/Bachamp/Dixon/Hunter Team

Doug Wiley

Doug Wiley, CFP®

Vice President, Trust Officer and Wealth Advisor
Cole Bachamp

Cole Bachamp

Vice President, Trust Officer & Wealth Advisor
Emily Dixon

Emily Dixon, CFP®

Assistant Vice President, Trust Officer & Wealth Advisor
Chris Hunter

Chris Hunter

Business Analyst
Stacy Smith

Stacy Smith

Account Administrator
Connie Kipp

Connie Kipp

Account Administrator

Seay/Terrill/Modesitt Team

Katie Seay, CFP®, CTFA

Katie Seay, CFP®, CTFA

Senior Vice President, Chief Fiduciary Officer
Kale Terrill

Kale Terrill

Trust Officer & Wealth Advisor
Lee Modesitt

Lee Modesitt

Associate Trust Officer & Wealth Advisor
Amanda Riniker

Amanda Riniker

Account Administrator
Tanna Thompson

Tanna Thompson

Account Administrator

Estate Settlement

Jenny Brittan, Estate Settlement Officer of The Trust Company

Jenny Brittan

Estate Settlement Officer

Financial Planning

Katie Seay, CFP®, CTFA

Katie Seay, CFP®, CTFA

Senior Vice President, Chief Fiduciary Officer
Mackenzie Blakeslee, MS, CFP®

Mackenzie Blakeslee, MS, CFP®

Assistant Vice President, Director of Financial Planning
Garrett Jackson

Garrett Jackson, CFP®

Financial Planner and Associate Trust Officer & Wealth Advisor
Samantha Varacalli, Paraplanner

Samantha Varacalli, MS, CFP®

Financial Planner
Heather Culwell

Heather Culwell, MS

Associate Trust Officer & Wealth Advisor and Paraplanner

Investment Management

Toby Marks

Toby Marks

Vice President, Chief Investments Officer

Eli Sallman

Eli Sallman, MBA, CFP®, CIMA®

Vice President & Investment Officer - Portfolio Manager
Grant Kohlmeier

Grant Kohlmeier

Associate Trading Analyst

Retirement Plans

Todd Chyba

Todd Chyba, MBA

Vice President, Trust & Compliance Officer - Retirement Plan Specialist
Jason Yoxall

Jason Yoxall

Trust Officer & Wealth Advisor
Margie Michal

Margie Michal

Account Administrator

Operations

Michelle Duggan

Michelle Duggan

Vice President & Trust Operations Manager
Tammy Wainwright

Tammy Wainwright

Operations Administrator
Lauren Goralczyk

Lauren Goralczyk

Operations Administrator
Jacqueline Krell, Operations Administrator of The Trust Company

Jacqueline (Jaky) Krell

Operations Administrator

Corporate Administration

Anne Lewis-Smith

Anne Lewis-Smith

Executive Vice President, Chief Operating & Financial Officer
Alison Champlin

Alison Champlin

Corporate Administrator

Business Development & Marketing

Tracy Robinson

Tracy Robinson

Senior Vice President, Chief Strategy & Client Development Officer
Ellen Knackendoffel

Ellen Knackendoffel

Business Development Officer

Reception

Alana Hernandez, Receptionist

Alana Hernandez

Receptionist
Arika Ryan

Arika Ryan

Receptionist