Meet our Operations Team
Tara T. Masters, CTFA®
Senior Vice President
Chief Operations Officer
Tami Amici, EA, CTFA®
Vice President
Fiduciary Services Tax Manager
Stacy Bertot
Vice President
TFA Compliance Officer
Christine Snyder
Fiduciary Accounting and Reporting Analyst
Stacey Brown
TFA Compliance Officer
Lynn Davenport
Senior Trust Securities Associate
Bridget Lorow
Trust Operations Associate II
Don Taulbee
Senior Trust Operations Investment Associate
Tamara Crumb
Trust Operations Associate
Lisa Anne Donnelly
Vice President
Trust Operations Manager
