When it comes to their financial well-being, our clients want advisors with strong integrity, vast experience and a sensitivity to life's uncertainties.
Downers Grove, IL (PRWEB) September 11, 2015
Trust Company of Illinois recently appointed Mark Monaco to the position of Market Development Officer and Thomas Egan to the position of Portfolio Manager, demonstrating the firm’s commitment to serving high net worth individuals and families and to expanding its wealth management platform.
“When it comes to their financial well-being, our clients want advisors with strong integrity, vast experience and a sensitivity to life’s uncertainties,” says Trust Company CEO Bill Giffin.
“Mark and Tom are two such advisors. Hiring these two successful professionals shows our commitment to our investment resources and the growth of this organization.”
Monaco, who most recently served as Vice President of Wealth Management with First American Trust, comes to the Trust Company with passion and drive. One thing he is particularly passionate about is sharing the story of the Trust Company. “There is a high degree of integrity with this firm,” says Monaco. “The people here have worked at the firm for a long time. They get to know their clients and treat them like family.”
Monaco’s primary responsibility will be to develop new markets in all areas of the Trust Company’s business offerings, along with helping clients in every aspect of their financial lives, including wealth management, trust and estate services, retirement planning, and elder care.
Monaco has 20 years of experience in wealth management for high net worth clients, starting his career at Merrill Lynch and Morgan Stanley. He previously served as head of institutional sales, director of marketing, and vice president of sales and marketing for three companies that were subsequently acquired by Fortune 500 companies Charles Schwab, Nasdaq OMX and Archer Daniels Midland.
With the appointment of Egan as Portfolio Manager, the Trust Company expands how it manages client portfolios. He will serve as a resource for the Trust Company’s wealth advisors, providing ideas and perspectives informed by his research into companies in which clients are invested. “I thrive on combining the analytical challenge of constructing a portfolio,” says Egan, “with the interpersonal skills to communicate recommendations and see them work for our clients and their families. My goal is to bring ideas that can help improve a portfolio’s performance.” He also plans on broadening the firm’s investment offerings.
Egan has over 25 years of financial analysis and portfolio management experience. He began his financial career as an analyst and then progressed to providing business valuation services on a wide variety of industries. Egan joins the Trust Company from U.S. Trust, where he held market investment director and senior portfolio manager positions.
For more information on the Trust Company’s array of services from financial planning and wealth management to trust services to retirement plan services, contact Kirsten Tangeros at 847-454-5783. Or visit the Trust Company website at http://www.trustcoil.com.