Denver-based Investment Trust Company adds staff as growth continues
Firm sees continued growth as largest independent trust company in Rocky Mountain region
Investment Trust Company (ITC), a Denver-based boutique wealth management firm and the largest independent trust company in Colorado, announces it has grown its staff significantly as the firm’s overall growth continues.
ITC has added John Bohan as Managing Director, Adrienne Hammond as Senior Client Service Manager, Jacob Mueller and Sheri Gagliardi as Client Service Managers, and Connor Clark as Senior Investment Analyst. The firm currently has $500 million in assets under management with a goal of growing to $1 billion in assets under management as part of its strategic plan.
“We are excited about our continued growth opportunities and our ability to offer clients a local, full-service approach to wealth planning, fiduciary services and investment management. This is a rare combination in the financial services world today,” says Tom Herrington, President and CEO, Investment Trust Company. “What makes us unique is that we are an independent trust company which allows us to be a true fiduciary for our clients. We are not an impersonal big bank trust division, nor are we obligated to a one size fits all investment platform. Our independence enables us to not only plan and guide our clients’ investment portfolios but to act in the role of agent or trustee. With our talented new hires and experienced team, world-class investment partners and our financial technology, we are well-positioned to continue to service our clients for years to come.”
ITC was founded in 1967 and today the firm serves clients with wealth planning, investment management and fiduciary services with offices in the Denver Metro Area and Colorado Springs.
About Investment Trust Company
Investment Trust Company is a boutique wealth management firm and the largest independent trust company in Colorado. We combine fiduciary services, wealth planning and investment management services with an experienced team, robust technology platforms and world-class investment partners to offer an integrated approach to wealth management. For more information, visit www.investmenttrust.com.