Charles E. Wert and Norman P. Goldberg, both recognized leaders in the field, lead a team of 29 professionals, including relationship managers, plan administrators, financial analysts, and experienced in-house legal counsel, working out of offices in Los Angeles, Washington, D.C., and New York City.
All engagements are staffed with highly experienced individuals with the skills needed to execute our responsibilities relating to investments in company stock, independent fiduciary engagements, and trust services. Our senior management has an average of over 25 years of industry experience. External legal and financial advisors are retained from time to time to assure prudent decision-making.
Together, we bring an integrated approach to every engagement, enabling us to apply specialized expertise as needed while working to ensure client satisfaction.