Recent Insights & News

Markets – January 2019

Global equity markets experienced their worst December in more than 50 years, with losses of more than 7%. Investors lost confidence that U.S. growth would remain resilient in the face of the continued slowdown in the rest of the global economy.

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POSTED IN: Market Perspectives

Sentinel Trust Announces New CEO

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…

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POSTED IN: News

Sentinel Trust Announces Senior Officer Promotions

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,…

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POSTED IN: News

Markets – December 2018

In the aftermath of October’s equity collapse, a nearly-two standard deviation outcome, November produced modestly positive equity returns of 1.5% after a late-month rally. The rally was spurred by dovish Federal Reserve Board (Fed) commentary on November 28, benign U.S. economic news and hopes for a temporary U.S./China trade truce. Despite the positive returns, risk assets failed to stabilize, with volatility remaining at elevated levels.

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POSTED IN: Market Perspectives

Markets – November 2018

The realization that the Fed was serious about maintaining its path of ongoing rate hikes amidst increasing concerns over growth that was peaking in the U.S. and slowing overseas proved deadly for both equities and Treasuries in October.

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POSTED IN: Market Perspectives

Sentinel Trust Chief Fiduciary Officer Leslie Kiefer Amann, JD Elected to the American College of Trust and Estate Counsel (ACTEC)

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…

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POSTED IN: News

Markets – October 2018

Global equities finished the month modestly higher at +0.2%. Unexpectedly strong U.S. growth numbers (but without growing inflation pressures) allowed U.S. equities to hold their value despite a sharp pick-up in interest rates.

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POSTED IN: Market Perspectives

Sentinel Trust Announces Officer Promotions

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…

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POSTED IN: News

Markets – September 2018

August featured a more nuanced and collectivized Goldilocks story—investors judged the porridge on offer in emerging markets and Europe not to their liking, but not so distasteful as to go on a general hunger strike. Instead, as a group, they just ate more of their favorite brand.

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POSTED IN: Market Perspectives

Hurricane P.R.E.P.

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,…

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POSTED IN: News