America's Most Advisor-Friendly Trust Companies 2024 - 32

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
CONTRIBUTORS
Jerry Cooper
Jerry Cooper is a contributing editor and
Publisher of The Wealth Advisor. Mr. Cooper
has been in the financial services industry for
nearly four decades-and has been working
closely with model providers and strategists for
much of the last eight years. His knowledge
of the industry, which messages will resonate,
how to capture the attention of advisors, and
the entire sales process-is second to none.
Jerry is also the publisher of The Wealth
Advisor where serves in a leadership role over
both the editorial and advertising departments.
AMERICA'S MOST
ADVISOR-FRIENDLY
TRUST COMPANIES
Publisher
Jerry Cooper
Editor-in-Chief
Scott Martin
Editorial Project Manager
Monica Boyer
Contributors
Jerry Cooper, Scott Martin
Art Director
Scott W. Valenzano
Social Media Manager
Kevin Cappy
How to Reach the
Wealth Advisor Staff
Subscriber Services
& Circulation
Scott Martin
Scott Martin came to The Wealth Advisor
after nearly a decade in hedge fund land
once it became clear that the individual
advisor had been his true passion all along.
He knows what frustrates and excites
financial intermediaries at all levels of the
industry and has written endlessly about the
ways technology, client demand patterns and
innovation keep creating opportunities as well
as challenges. You might have seen some
of it in places like Research, Buyside and
Institutional Investor (and ALPHA). If you're
reading this, you know how to reach him.
subscriber.services@
thewealthadvisor.com
Editorial and
Letters to the Editor
robert.martin@
marinamediallc.com
Advertising Opportunities
chris.panagakis@
marinamediallc.com
Reprints and Licensing:
chris.panagakis@
marinamediallc.com
©
2024 The Wealth Advisor All Rights Reserved.
Any reproduction all or in part is strictly prohibited
without consent. America's Most AdvisorFriendly
Trust Companies is updated and
published quarterly. Trust companies interested
in being included in future editions should
email: thewealthadvisor@gmail.com.
Disclaimer: The Wealth Advisor, TheWealthAdvisor.com
and The Wealth Advisor
e-newsletter (TWA) are not affiliated with any
of the providers in this report. TWA makes
no representations or warranties of any kind
regarding the content hereof or any products
or services described herein, including any
warranties, express or implied, as to the accuracy,
timeliness, completeness, or suitability of
such content or products and will not be liable
for any damages (including, without limitation,
damages for lost profits) which may arise from
the use of any participating provider's services.
TWA was paid a promotional fee from each
provider to be included in this report. The content
contained herein should not be construed
as financial advice or a recommendation for
the purchase, retention or sale of any product
or securities.
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America's Most Advisor-Friendly Trust Companies 2024

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