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Leadership

Board of Directors

  • Barb Van Zomeren

    Barb Van Zomeren

    Senior Vice President; Ascensus, Provident Trust Group

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    President

  • Bill Humphrey

    Bill Humphrey

    CPA; Vice President & Co-Founder, New Direction Trust Company

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    Vice President Membership

  • John Perugini

    John Perugini

    General Counsel, Inspira Financial

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    Treasurer

  • Brian Sells

    Brian Sells

    President, CNB Custody

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    Secretary

  • Elizabeth Curtis

    Elizabeth Curtis

    General Counsel, Equity Trust Company

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    Conference Co-Chair

  • Kaaren Hall

    Kaaren Hall

    CEO, uDirect IRA Services

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    Conference Co-Chair

  • Jeff Worley

    Jeff Worley

    Senior Vice President, GoldStar Trust Company

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    Director at Large

  • Kelli Click

    Kelli Click

    President, STRATA Trust Company

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    Director at Large

  • Scott Schwartz, Esq

    Scott Schwartz, Esq

    EVP & General Counsel, Depository Trust Company of Delaware

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    Director at Large

  • Tamara Wendoll

    Tamara Wendoll

    EVP / Managing Director, Columbia Private Trust

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    Director at Large