HOUSTON, Dec 21, 2018 — Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, announced today that Lissa S. Gangjee, JD, CFP®, has been named Chief Executive Officer, effective January 1, 2019. Ms. Gangjee will retain her current title of President and also join the company’s Board of…
HOUSTON, Dec 20, 2018 — Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce senior officer promotions: Dennis A. Montz, MBA, CFA, CAIA is promoted to Managing Director, Director of Private Investments. Helen Qu, MBA, CFA, CPA, CAIA is promoted to Senior Vice President,…
HOUSTON, Nov. 15, 2018 — Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to congratulate Chief Fiduciary Officer Leslie Kiefer Amann, JD, on her election as a Fellow of the American College of Trust and Estate Counsel (ACTEC). As Sentinel Trust’s Chief Fiduciary Officer, Leslie…
We are pleased to announce several officer promotions: Phyllis L. Joe, JD, LLM, Client Relationship Officer, is promoted to Vice President, Lead Wealth Planner. Phyllis holds an LLM in Taxation and has achieved Board Certification in Estate Planning and Probate Law. In her new role, Phyllis will advise on sophisticated estate and wealth planning strategies…
September 10th is the official peak of hurricane season. After a slow start to this year’s storm season, activity is picking up in the Atlantic with Hurricane Florence approaching the east coast, Tropical Storms Isaac and Helene churning further offshore, and a low-pressure blob strengthening in the Caribbean Sea. In anticipation of potential adverse weather,…
We are excited to announce that the Houston Business Journal has awarded Sentinel Trust as Houston’s Top Wealth Management Firm for 2018.
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TAGGED: Financial Planning, houston, investment adivsor, wealth management, Wealth Planning
We would like to congratulate Mark P. Sparano, CPA for his election to our Board of Directors.
