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ESOP Trustees

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ESOP Trustees, Consultants & Advisors

Stephen James - SCJ Fiduciary Services

ESOP Trustees 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...
Joel Phillips - Fiduciary Services, LLC

ESOP Trustees in Pocatello, ID

Jeremy Crystal - Aegis Trust Company

ESOP Trustees in Las Vegas, NV

Jeremy has served as General Counsel for several companies in the Los Angeles area. During his time at Aegis, he has participated in approximately 57 ESOP transactions. In addition to serving as Aegis’s General Counsel, he is a member of Aegis’s fiduciary committee and is also a Cl...
Kjersti Cory - SCJ Fiduciary Services

ESOP Trustees 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 ...
Maureen Cosgrove - Aegis Trust Company

ESOP Trustees in Boston, MA

Prior to joining Aegis, Maureen served as Senior Vice President for a large institutional trustee. She has 17 years of experience as a valuation professional. She served as the Managing Director of ESOP Advisory Services at a regional CPA firm and is constantly in front of current issues that ...
Daniel Reser - Fiduciary Services, LLC

ESOP Trustees 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...
Drew Schaefer - SCJ Fiduciary Services

ESOP Trustees 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...
Julie Bennett - Aegis Trust Company

ESOP Trustees 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
Kelly Irizarry - Prudent Fiduciary Services

ESOP Trustees in Bradenton, FL

  Prior to joining Prudent Fiduciary Services, Kelly Irizarry worked for an ESOP Third Party Administrator performing annual account allocations...
Robert Lesser - Aegis Trust Company

ESOP Trustees in Covington, GA

Rob has been practicing law for over 35 years. For 25+ years, he has focused his practice on representing company sponsors and institutional trustees of ESOPs. During that time, he has participated in approximately 375 ESOP transactions.
Scot Storjohann - Greatbanc Trust Co.

ESOP Trustees 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 Trustees in West Covina, CA

Miguel Paredes is Founder and President of Prudent Fiduciary Services. Prior to ...
Tom Murphy - Prudent Fiduciary Services

ESOP Trustees in St. Paul, MN

Tom Murphy is an attorney and experienced ESOP Trustee.  Prior to joining Prudent Fiduciary Services, Mr. Murp...
Ginny Machamer - Aegis Trust Company

ESOP Trustees 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.
Wayne Isaacks - Isaacks and Associates

ESOP Trustees 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...
Richard Glassman - ESOPPlus: Schatz Brown Glassman LLP

ESOP Trustees 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...
James Urbach - Urbach Law Group

ESOP Trustees 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 Trustees

Stay In Compliance and avoid Litigation by Engaging A Reliable Independent or Institutional ESOP Trustee

ERISA, the major federal law that governs retirement and benefits, mandates that an employee share ownership plan must be managed by a specially-appointed trustee. The trustee is required to manage the finances of the ESOP for the benefit of employees who are members in the plan, and failure to do so, such as excessive compensation and mismanagement, can give employees grounds to take legal action against the trustee.

When the trustee charged with fiduciary duty is a senior officer at the company, such as the president or a member of the board of directors, such action can have particularly unpleasant consequences relating to personal liability. In order to avoid the possibility of this occurring, businesses are strongly recommended to invite an independent trustee who knows how to help company management with complex issues for maximum benefit for all participants.

The expert ESOP trustees listed on our website all have extensive knowledge and experience in ESOP governance and administration, and have received well-earned recommendations from their clients.  Our ESOP Trustees  will help you:

  • Understand your repurchase obligations
  • Improve the efficiency of your audit
  • Understand your ESOP valuation requirements
  • Ease your fiduciary concerns
  • Stay up to date on regulatory changes
  • Manage ERISA requirements
  • Understand if an ESOP transaction is feasible

Whether you are considering being an ESOP, or are an ESOP, there are times when a business needs a good advisor that they don't already have.  Our TRUSTEE and other categories represent the best advisors we could find.  Our ESOP Advisors have been checked and vetted to assure business owners and their advisors that the person they are looking at is competent, trustworthy and respected in the ESOP Community.  There are hundreds of Advisors out there offering ESOP related advice, but we have invited only the few who REALLY do many ESOPs to be placed on this site.  As you look at the maps, you will see different colors or levels of pins on the page.  Those pins in Blue or Red have financially participated in this website to assure the reader that they are committed to ESOPs, are continually educated themselves to keep up with the ever changing laws and practices, and want you to know they are equally committed to helping you with your ESOP or company issues.  The Blue and Red pins also represent they have exposed themselves to the condition of having their references checked and shared with you.  The staff at ESOP Marketplace check the references by calling and interviewing them, and then asking them to rate the participant on a scale of 1-5, 5 being the highest rating.  Knowing more about an advisor before you select them will help reduce, but not eliminate the risks of hiring a professional ESOP Advisor.  Our Advisors and Users agree to our terms and conditions by using our family of websites.