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ESOP Independent Fiduciary, Consultants & Advisors
Kjersti Cory - SCJ Fiduciary Services
ESOP Independent Fiduciary in Quincy, IL
Kjersti Cory is an Independent Trustee on the SCJ Fiduciary Team. With her 25+ years of ESOP experience, Kjersti joined the team in July of 2022 and has been an asset to our team ever since. Having worked for ESOP companies since the 1990's, Great Banc ...
Drew Schaefer - SCJ Fiduciary Services
ESOP Independent Fiduciary in Smithfield, KY
Drew is an Independent Trustee on the SCJ Fiduciary Services Team. He started his career in assurance at Ernst & Young before moving into industr...
Stephen James - SCJ Fiduciary Services
ESOP Independent Fiduciary in Smithfield, KY
Steve James is the Founder and Independent Trustee of the SCJ Fiduciary Team. He founded the company in Louisville, KY in 2008. Steve spent many years practicing in public accounting for CPA firms, and afterwards served as a Controller, Chief Financial Officer (CFO), and Chief Operation Office...
Kelly Irizarry - Prudent Fiduciary Services
ESOP Independent Fiduciary in Bradenton, FL
Prior to joining Prudent Fiduciary Services, Kelly Irizarry worked for an ESOP Third Party Administrator performing annual account allocations...
Richard Glassman - ESOPPlus: Schatz Brown Glassman LLP
ESOP Independent Fiduciary in West Hartford, CT
Rich Glassman’s is a founding member of ESOP Plus® a law practice with a focus on ESOP planning, with more than 3 decades of experience as general counsel and senior manager with publicly-traded and closely-held companies. Rich Glassman was Pre...
Scot Storjohann - Greatbanc Trust Co.
ESOP Independent Fiduciary in lisle, IL
Scot Storjohann is Senior Vice President in the Employee Stock Ownership Plans (ESOP) Client Services group, with a focus on managing client relationships and ESOP transactions. Mr. Storjohann joined GreatBanc Trust Company in 2016 with more than 30 years of ESOP and qualified plan ...
Miguel Paredes - Prudent Fiduciary Services
ESOP Independent Fiduciary in West Covina, CA
Miguel Paredes is Founder and President of Prudent Fiduciary Services. Prior to ...
Tom Murphy - Prudent Fiduciary Services
ESOP Independent Fiduciary in St. Paul, MN
Tom Murphy is an attorney and experienced ESOP Trustee. Prior to joining Prudent Fiduciary Services, Mr. Murp...
Daniel Reser - Fiduciary Services, LLC
ESOP Independent Fiduciary in San Rafael, CA
Mr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corpor...
Wayne Isaacks - Isaacks and Associates
ESOP Independent Fiduciary in Tomball, TX
Wayne Isaacks, JD, CPA is a Houston, Native who specializes in counseling owners and management of closely-held businesses in developing ownership and tax strategies and transactions to promote growth in value while minimizing losses to taxation. Bus...
James Urbach - Urbach Law Group
ESOP Independent Fiduciary in Atlantic Beach, FL
James has served as an ERISA attorney in his early years, and for over 20 years served as an independent ESOP trustee. Serving as an independent fiduciary for ESOP Companies, James has worked with hundreds of companies and their former owners work through the ESOP Transition and transaction pr...ESOP Marketplace connects you with local ESOP Independent Fiduciary
Independent Fiduciaries are Individuals or law firms, rather than bank or financial institutions, that provide trustee services as well as advise in-house ESOP fiduciaries on basic ESOP matters. The basic difference between an Institutional Trustee versus an Independent trustee is that in large, complex transactions, companies need to have the breadth of support a single person, small firm independent fiduciary may not be able to provide. In most cases, an independent Fiduciary, will act as an ESOP Trustee, and usually have a legal background.
