LeTort Trust is pleased to announce the recent appointments of Justin Friedman and Rachel Meals as Trust Operations Specialists. Justin and Rachel will be providing support to both the Personal Trust/Wealth Management and Retirement Plan Services divisions where their backgrounds in the finance industry will be crucial.
Justin’s will be responsible for managing daily operations, account maintenance, and asset transfers. Before joining LeTort he held positions at Morgan Stanley and T. Rowe Price. He received a Bachelor of Science degree in Finance from Penn State University.
Rachel will be primarily working with the Retirement Team assisting them with account maintenance and operations. Prior to joining the LeTort Team she held positions at Giant and F&M Trust. She received a Bachelor of Science degree in Business Administration from Shippensburg University.
“Our Operations Team is truly the backbone of LeTort, keeping things running smoothly behind the scenes for our clients. As we continue to grow and expand, we want to ensure the same unmatched quality of service,” said Katie Clarke, President of LeTort Trust. “We are impressed by how quickly Justin and Rachel hit the ground running and their eagerness to learn the business. Bringing them on board will help guarantee the success of our business long-term.”
LeTort Trust is an Independent Trust Company, providing comprehensive Qualified Retirement Plan, Personal Trust and Wealth Management services designed for the complex financial needs of businesses, institutions, and individuals. For further information on LeTort Trust, please visit our website at www.letorttrust.com.
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