Please join us in congratulating Scott Weaver, General Counsel & Chief Fiduciary Officer, Betsy Cabradilla, Managing Director, Client Integration & Operations, and Matt Bahr, Director, Client Services, on earning the Trust and Estate Practitioner (TEP) designation from the Society of Trust & Estate Practitioners (STEP). The TEP designation distinguishes recognized experts who have a combination of proven qualifications and experience, including significant involvement with planning, creation, management of and accounting for trusts and estates and related taxes.

“Scott, Betsy, and Matt’s achievement is a source of pride for our entire team. It reflects not only their professional dedication and expertise but also our firm’s broader commitment to excellence and growth.”

— Betty Andrikopoulos, Executive Managing Director

Please join us in congratulating Scott, Betsy, and Matt!