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Internal Trustee, Consultants & Advisors

Internal Trustee in Phoenix, AZ

Merri has 45 years of experience in Employee Benefits, including Senior Vice President at TI-Trust; Senior Trust Officer at SunTrust; EB consultant with Wyatt Company; benefits manager at Jonathan Corp, an ESOP company; and senior benefits consultant and Team Leader with the NADA. Merri has be...

Ginny Machamer - Aegis Trust Company

Internal Trustee in Philadelphia, PA

Ginny is a Client Relationship Manager at Aegis Fiduciary Services having previously spent 24 years as an institutional corporate trustee. At her prior firm, Ginny served on the ESOP Fiduciary and Management committees and currently serves on Aegis’s Fiduciary Committee.

Julie Bennett - Aegis Trust Company

Internal Trustee in Arlington, VA

Prior to joining Aegis, Julie worked for eight years as a legal assistant at a law firm that represented both ESOP plan sponsors and institutional trustees

ESOP Marketplace connects you with local Internal Trustee ADvisors who coach, educate, and or support ESOP Companies that Self Direct the Plan, particularly with Internally formed ESOP Fiduciary Committees