Sterling Trustees
Financial Services
101 South Phillips Avenue
18 employees
- Employees
- 18
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Sterling Trustees Overview
- Headquarters
- 101 South Phillips Avenue
- Phone Number
- Available in AeroLeads
- Website
- sterlingtrustees.com
- Industry
- Financial Services
- Employees
- 18
- Founded
- 2008
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Sterling Trustees
One-of-a-Kind Trust Administration Services Leveraging the Power of Independent Thinking Sterling Trustees is a privately held, South Dakota-chartered trust administration company. We provide independent trust management and trust administration services to high net-worth families, foundations and endowments. Our unbiased trust compliance services are focused on preserving assets for generations to come. As trustees, we never act as investment advisors. By separating these roles, we avoid conflicts of interest, maintain objectivity, and ensure asset growth for future generations. Your trust is meticulously managed by one of our highly experienced trust officers, using one-on-one communication, unmatched expertise and leading-edge technology to monitor performance. Unlike other firms, we only handle trust administration, not investment management. Your trust administration services are provided for a fixed fee. So you get the benefit of clear, conflict-free independent thinking that focuses solely on your needs. At Sterling Trustees, we stand apart from the others. And stand with you.
Sterling Trustees Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Sterling Trustees Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David M. Frees Iii | Attorney, Start Up Advisor, Board | Greater Philadelphia, United States |
Email
Phone
|
| Kathryn Gerash | Sioux Falls, South Dakota, United States |
Email
Phone
|
|
| Ali Lennon | Problem Solver - Trust Professional | Sioux Falls, South Dakota, United States |
Email
|
| Stanley Joffe | Chairman and CEO at Sterling Trustees | Bryn Mawr, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Associate / junior
3 profiles
Executive
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 5 | 1 |
| Executive | 2 | 2 | 1 |
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