Tag: Wealth Management

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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POSTED IN: Administration, Investments, On Watch, Planning

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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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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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Sentinel Trust is Houston’s 2018 Top Wealth Management Firm

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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