PRESIDENT
Barbara
Van Zomeren
Senior Vice President,
Ascensus
VP - MEMBERSHIP
Bill
Humphrey
Co-Founder,
New Direction Trust Company
TREASURER
John
Perugini
General Counsel,
Inspira Financial
SECRETARY
Brian
Sells
President,
CNB Custody
CONFERENCE CO-CHAIR
Kaaren
Hall
CEO,
uDirect IRA Services
CONFERENCE CO-CHAIR
Elizabeth
Curtis
General Counsel,
Equity Trust Company
Director at Large
Tamara
Wendoll
EVP / Managing Director,
Columbia Private Trust
Director at Large
Scott
Schwartz
EVP & General Counsel,
Delaware Depository
Director at Large
Kelli
Click
President,
STRATA Trust Company
Director at Large
Jeff
Worley
SVP of Risk Management,
GoldStar Trust Company