Tag: Investments

Sentinel Trust Market Update – October 6, 2020

Sentinel’s Investment team discusses positioning and expectations ahead of November’s Presidential election.

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Sentinel Trust Announces New Hire Class of 2020

Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce several new hires in response to continued organizational growth.

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Private Capital Market Overview and Update – May 19, 2020

Our Investment team provides insight into Sentinel Trust’s approach to private capital markets, including the Firm’s general investment philosophy in these asset classes and recent fund considerations and commitments.

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Sentinel Trust Energy Market Update – April 21, 2020

Sentinel Trust’s Investment team provides their perspective on the current movement in oil and gas and energy markets, the Firm’s positioning, and the investment opportunities during these periods of volatility.

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Sentinel Trust Q1 2020 Market Update – April 8, 2020

Sentinel Trust’s Investment team provides their perspective on the markets, the Firm’s positioning, and investment opportunities during the first quarter of 2020.

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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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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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