National Advisors Trust Expands Business Development Focus
Steve Ippolito joins company to accelerate new business growth.
Overland Park, KS (June 26, 2012) – National Advisors Trust, the nation’s largest independent, RIA-owned trust company, today announced that Steve Ippolito has joined the company as Vice President Business Development. Ippolito joins National Advisors Trust to expand the company’s new business growth in western areas.
“I was drawn to National Advisors Trust because of the company’s unique value proposition for RIAs and the opportunity to leverage my previous experience working with RIAs,” said Ippolito. “I’m enthusiastic to deepen relationships with affiliated RIAs and drive new RIA relationships, and to help advisors identify how our business solutions can support and help them be successful with their businesses and clients.”
Ron Ferguson, CEO of National Advisors Trust, commented, “Steve has more than 20 years experience in the financial services industry, with a great deal of experience working with RIAs. He has a deep understanding of the RIA business model, which will be key to helping the trust company expand our services with existing advisors and bringing new advisors to us.”
Previously, Ippolito held relationship management and business development positions with Schwab and Fidelity, where he was responsible for business development and expansion of their RIA client base. Over the course of his career, Ippolito has held additional positions in the financial services industry with a range of B2C and B2B companies, working primarily with RIAs and successfully helping them profitably manage and grow their businesses. Ippolito has a BA in Finance from the University of Illinois, and an MBA, Major in Finance, from DePaul University. He holds NASD series 7 and series 63 licenses.
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with more than $7.5 billion assets under administration. Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is authorized to do business in all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including; an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their clients. National Advisors Trust is a “trust only” organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit www.nationaladvisorstrust.com.
For more information contact:
National Advisors Trust