The Trust Company
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BA, The University of Toledo
10 years estate and trust experience
Marisa Bailitz
Trust Executive
JD, University of Louisville
BA, Miami University
17 years trust legal and administrative experience
Matthew Black
Principal
AAS, Spring Arbor University
20 years banking experience
Elena DeLuna
Operations Administrator
Chartered Financial Analyst
BBA, Miami University
30 years investment management experience
Mark W. Evans
Principal
MM, Western Michigan University
BM, University of Cincinnati
Renee Goubeaux
Principal
DaNaye Hayes
Trust Administrator
BBA, Miami University
15 years financial industry and consulting experience
Jennifer Hildebrand
Principal
Linda Murray
Trust Administrator
Brenda Poling
Trust Administrator
BBA, Bowling Green State University
22 years of retirement administration experience
6 years of operations experience
Chad Beaty
Trust Operations Executive
JD, The University of Michigan
BA, The University of Toledo
35 years trust legal and administrative experience
Robert W. Cabanski
Principal
Certified Public Accountant
BA, University of Toledo
30 years personal and business tax compliance and consulting
Connie Farell
Trust Executive
Jill Griffith
Senior Operations Administrator
Lori Heintschel
Staff Administrator
BA, The University of Toledo
35 years trust administrative and operations experience
Patricia Jacobs
Principal
BA, Bowling Green State University
37 years trust administrative experience
Diane Ohns
Trust Executive
MS, PhD, Colorado State University
Chartered Financial Analyst
MBA, Kellogg School of Management, Northwestern University
BS, Bowling Green State University
Richard Sasala
Principal
JD, The Ohio State University
BA, The University of Michigan
35 years management and administrative experience
David A. Snavely
Partner Emeritus
Kerri Bies
Operations Administrator
JD, University of Toledo
BS, Miami University
12 years trust, legal and administrative experience
Brian R. Craig
Chief Fiduciary Officer
BA, University of Toledo
AA, University of Toledo
25 years estate and probate experience
Karen Gerken
Tax Officer
MBA and BBA, The University of Toledo
45 years investment and economic experience
Theodore T. Hahn
Partner Emeritus
PhD, The Union Institute & University
Chartered Financial Analyst
MBA and BA, The University of Toledo
33 years investment and economic experience
Julie Brotje Higgins
Chief Executive Officer
JD, University of Toledo College of Law
BS, Wake Forest University
16 years trust, legal, and administrative experience
Ann McCauley
President and COO
BBA, The University of Toledo
30 years systems and operations experience
Lenore A. Peterson
Principal Emeritus
MBA, The University of Toledo
BSBA, The Ohio State University
Matthew Sheets
Investment Executive
BS, The University of Toledo
AAB, The University of Toledo
28 years investment and economic experience
Patricia Winzeler
Investment Administrator