"Backed by years of experience in estate planning, corporate, real estate, nonprofit and tax law, you can be confident that our trustees have the expertise to manage your complex trust issues."

Nancy Dempze, Managing Director & Kurt Somerville, Managing Director

“The best way to make informed investments is to become an informed partner. Your HTC advisor is a professional you can trust to carefully manage your assets and interests.”

Michael O’Leary, CFA, Chief Investment Officer

“You can expect us to listen well, understand your situation personally, and custom tailor an approach that fits your goals and meets your needs.”

Arthur Page, Managing Director & Nancy Gardiner, Managing Director and Secretary