Tag: Investments

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,…

Read More

POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: , , , , , , , , , , , ,

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.

Read More

POSTED IN: News

TAGGED: , , , , , ,

On Watch – May 2018

The latest edition of On Watch is now available for download. This issue features articles about navigating recent tax reform, the impact of rising interest rates, and wealth planning as a team sport.

Read More

POSTED IN: Estate Planning, Investments, On Watch, Planning

TAGGED: , , ,