Millennium Trust Appoints Chief Compliance Officer to its Leadership Team

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Jason Lomax to lead firm through continued growth and product expansion

Jason Lomax

“Jason is an accomplished, strategic leader with a proven track record of building and executing best-in-class compliance programs,” said Millennium Trust CEO, Gary Anetsberger.

Millennium Trust Company, LLC (“Millennium Trust”), a leading provider of retirement and institutional services, announced that Jason Lomax has joined the firm to serve as its new Chief Compliance Officer (CCO). In his role, Lomax will oversee Millennium Trust’s ethics and compliance program, and partner with business leaders throughout the firm to further Millennium Trust’s reputation in the industry as a trusted provider of comprehensive retirement and institutional services.

Lomax is a key addition to Millennium Trust’s senior leadership team during a period in which the firm continues to grow rapidly and broaden its product offerings. He brings extensive expertise in compliance and risk management to Millennium Trust. Most recently, he served as Senior Vice President, Chief Compliance Officer of Iron Mountain, a global Fortune 1000 company dedicated to storing, protecting, and managing information and assets.

In previous roles, Lomax served as Director of Global Compliance at Accenture, a premier global technology and management consulting firm, where he advised senior leadership on regulatory matters and implemented governance, policy, training and internal controls best practices. His work helped earn the company recognition as one of the “World’s Most Ethical Companies” by the Ethisphere Institute. Lomax began his career as an attorney with Morgan Lewis, a leading international law firm, where he counseled Fortune 100 clients on sophisticated antitrust matters, particularly regarding merger and acquisition activity.

“Jason is an accomplished, strategic leader with a proven track record of building and executing best-in-class compliance programs,” said Millennium Trust CEO, Gary Anetsberger. “He will add great value across the organization, helping us achieve our commercial objectives in compliance with the law and ethical business standards.”    

Lomax holds a juris doctor degree from Boston College Law School and a bachelor’s degree from Boston College.

About Millennium Trust Company®
Millennium Trust Company is a leading provider of retirement and institutional services with over 1.5 million client accounts holding over $27 billion in assets. We are committed to the evolving needs of individuals and employers, advisors and retirement services partners and empower clients with trusted expertise, exceptional service and access to a wide range of solutions. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients’ success.

Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not offer or sell investments or provide investment, legal, or tax advice. For more information about Millennium Trust Company, follow us on Twitter and LinkedIn.

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Trish DaCosta
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