Sentinel Trust Company Promotes Four Senior Officers to Strengthen Leadership Team
On January 9, 2025, Sentinel Trust Company, LBA, a distinguished independent wealth management firm and multi-family office, announced significant changes in its leadership team with the promotion of four key professionals. This strategic move is expected to bolster the firm’s commitment to providing superior wealth management services to its affluent clientele. The promotions include Damon L. Drouet, who will now serve as Senior Vice President and Senior IT Systems Director, along with Kelsey W. Gray, promoted to Senior Vice President and Senior Relationship Officer. Additionally, Julie A. McCaughey has been elevated to Senior Managing Director and General Counsel, while Scott E. Snyder will take on the role of Senior Vice President and Head of Equities.
Lissa S. Gangjee, the company’s President and CEO, expressed her enthusiasm about these appointments, stating, "We are pleased to announce these well-deserved promotions. Their individual and collective dedication to both our clients and shareholders is outstanding. We look forward to their ongoing success." Each of the promoted individuals brings a wealth of experience and expertise to their new roles, reflecting Sentinel Trust’s commitment to exceptional service in wealth and succession planning, investment management, and fiduciary services.
Founded in 1997, Sentinel Trust Company has established itself as a trusted partner for affluent families, assisting them in fulfilling their unique financial, personal, and philanthropic goals. With a robust portfolio serving more than 40 multi-generational families and managing over $7 billion in assets as of December 31, 2024, the firm prides itself on delivering tailored strategies designed to meet the diverse needs and complexities that its clients encounter.
Damon L. Drouet, now contributing as the Senior Vice President and Senior IT Systems Director, will be crucial in driving technological initiatives within the firm. With his extensive background in IT and management, he will enhance operational efficiency and enable the firm to better serve its clientele.
In her new role, Kelsey W. Gray, Senior Vice President and Senior Relationship Officer, will focus on strengthening client relationships and ensuring that their investment strategies align with their long-term goals. Gray’s legal expertise complements her understanding of wealth management, allowing her to address a range of client inquiries effectively.
As the Senior Managing Director and General Counsel, Julie A. McCaughey will not only oversee the legal aspects of the firm but also play a pivotal role in human resource management, ensuring that Sentinel Trust attracts and retains top talent in the industry. Her leadership experience and legal acumen will be instrumental as the firm navigates a complex regulatory environment.
Finally, Scott E. Snyder, with his designations as CFA®, MBA, and CAIA, will utilize his experience to guide the firm's equity strategies effectively. In his capacity as Senior Vice President and Head of Equities, Snyder will be essential in making informed investment decisions that align with the risk profiles and financial objectives of Sentinel Trust's clients.
Sentinel Trust remains committed to its mission of providing a personalized approach to wealth management. The firm offers a comprehensive suite of services including fiduciary, investment management, philanthropic, and family office services. With these recent promotions, Sentinel Trust is poised for continued growth and excellence in the wealth management sector, ensuring that it meets the evolving needs and challenges faced by its clients in an ever-changing financial landscape.
For more information about Sentinel Trust and its services, visit www.sentineltrust.com.
Lissa S. Gangjee, the company’s President and CEO, expressed her enthusiasm about these appointments, stating, "We are pleased to announce these well-deserved promotions. Their individual and collective dedication to both our clients and shareholders is outstanding. We look forward to their ongoing success." Each of the promoted individuals brings a wealth of experience and expertise to their new roles, reflecting Sentinel Trust’s commitment to exceptional service in wealth and succession planning, investment management, and fiduciary services.
Founded in 1997, Sentinel Trust Company has established itself as a trusted partner for affluent families, assisting them in fulfilling their unique financial, personal, and philanthropic goals. With a robust portfolio serving more than 40 multi-generational families and managing over $7 billion in assets as of December 31, 2024, the firm prides itself on delivering tailored strategies designed to meet the diverse needs and complexities that its clients encounter.
Damon L. Drouet, now contributing as the Senior Vice President and Senior IT Systems Director, will be crucial in driving technological initiatives within the firm. With his extensive background in IT and management, he will enhance operational efficiency and enable the firm to better serve its clientele.
In her new role, Kelsey W. Gray, Senior Vice President and Senior Relationship Officer, will focus on strengthening client relationships and ensuring that their investment strategies align with their long-term goals. Gray’s legal expertise complements her understanding of wealth management, allowing her to address a range of client inquiries effectively.
As the Senior Managing Director and General Counsel, Julie A. McCaughey will not only oversee the legal aspects of the firm but also play a pivotal role in human resource management, ensuring that Sentinel Trust attracts and retains top talent in the industry. Her leadership experience and legal acumen will be instrumental as the firm navigates a complex regulatory environment.
Finally, Scott E. Snyder, with his designations as CFA®, MBA, and CAIA, will utilize his experience to guide the firm's equity strategies effectively. In his capacity as Senior Vice President and Head of Equities, Snyder will be essential in making informed investment decisions that align with the risk profiles and financial objectives of Sentinel Trust's clients.
Sentinel Trust remains committed to its mission of providing a personalized approach to wealth management. The firm offers a comprehensive suite of services including fiduciary, investment management, philanthropic, and family office services. With these recent promotions, Sentinel Trust is poised for continued growth and excellence in the wealth management sector, ensuring that it meets the evolving needs and challenges faced by its clients in an ever-changing financial landscape.
For more information about Sentinel Trust and its services, visit www.sentineltrust.com.
Topics Financial Services & Investing）
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