Author: Sentinel Trust

Open Letter from the President and CEO – March 23, 2020

Lissa S. Gangjee, JD, CFP® provides an update on Sentinel Trust and the Firm’s response to the COVID-19 pandemic.

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Sentinel Trust Market Update – March 18, 2020

Sentinel Trust’s Investment team provides an update on the spread of coronavirus, its impact on public markets, and the firm’s current investment positioning.

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Sentinel Trust Market Update – March 10, 2020

Sentinel Trust’s Investment team provides perspective on recent volatility in domestic equity markets.

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Sentinel Trust Market Update on the Coronavirus

Sentinel Trust’s Investment team provides an update on the spread of coronavirus, its impact on public markets, and the firm’s current investment positioning.

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Sentinel Trust Featured in Special Report

Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce that Lissa S. Gangjee, JD, CFP®, President and CEO, was interviewed as a part of the Houston Business Journal’s Special Report on Investing. The feature article focuses on the decreasing average age of the ultra-wealthy,…

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Letter from Our Chief Investment Officer – February 2020

Before diving into a recap of 2019 and our 2020 market overview, I want to thank each of you who has taken the time to meet with me over the past four months. It has been extremely helpful to understand the families we are serving and to hear firsthand your thoughts and honest feedback on…

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Sentinel Trust Announces Officer Promotions and New Shareholders

HOUSTON, Dec. 19, 2019 – Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce several officer promotions effective January 1, 2020: Julie A. McCaughey, JD, is promoted to Managing Director, General Counsel and Director of Human Resources, Shareholder. Anne-Lise A. Wiegand, CPA, is promoted…

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On Watch – September 2019

The latest edition of On Watch is now available for download. This issue features articles about holding and managing family business interests in trust, making air travel and airport security easier, and a special interview with our new Managing Director and Chief Investment Officer, Todd A. Burchett. Contributors to this issue are Ross W. Nager,…

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Sentinel Trust Announces New Chief Investment Officer Todd A. Burchett

Today, Sentinel Trust Company, LBA, a $4.3 billion multi-family office in Houston, Texas, announces the hiring of Todd A. Burchett, CFA, FRM, CAIA as Managing Director and Chief Investment Officer, effective September 15, 2019. Mr. Burchett succeeds Bruce L. Swanson, PhD, who will transition to an Of Counsel role with the firm.

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Sentinel Trust President and CEO Lissa S. Gangjee Featured in Special Report

Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce that President and CEO Lissa S. Gangjee, JD, CFP® was featured in the Houston Business Journal’s Special Report on Finance.

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POSTED IN: News