Lissa S. Gangjee, JD, CFP® provides an update on Sentinel Trust and the Firm’s response to the COVID-19 pandemic.
Category: News
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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POSTED IN: News
TAGGED: Asset Allocation, Bonds, China, Domestic Equities, Economy, International Equities, Investments, Italy, Liquidity, Risk, South Korea, Treasury, Wealth Management
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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POSTED IN: News
TAGGED: Asset Allocation, Bonds, China, Domestic Equities, Economy, International Equities, Investments, Liquidity, Risk, Treasury, Wealth Management
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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POSTED IN: News
TAGGED: Asset Allocation, Bonds, China, Domestic Equities, Economy, International Equities, Investments, Liquidity, Risk, Treasury, Wealth Management
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,…
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…
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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TAGGED: Chief Financial Officer, General Counsel, Senior Officers, Wealth Management
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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TAGGED: CFA, Chief Investment Officer, Investment Committee, Investment Planning, Investments, News, Wealth Management
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.
Sentinel Trust is Houston’s 2019 Top Wealth Management Firm
Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce that, for the fourth consecutive year, the Houston Business Journal has named Sentinel Trust Houston’s Top Wealth Management Firm.
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POSTED IN: News
TAGGED: Financial Planning, Houston, Investment Advisor, Wealth Management, Wealth Planning