ESOP Independent Fiduciary, Consultants & Advisors

Jeremy Crystal - Aegis Trust Company

ESOP Independent Fiduciary in Las Vegas, NV

Jeremy has served as General Counsel for several companies in the Los Angeles area. During his time at Aegis, he has participated in approximately 57 ESOP transactions. In addition to serving as Aegis’s General Counsel, he is a member of Aegis’s fiduciary committee and is also a Cl...

Robert Lesser - Aegis Trust Company

ESOP Independent Fiduciary in Covington, GA

Rob has been practicing law for over 35 years. For 25+ years, he has focused his practice on representing company sponsors and institutional trustees of ESOPs. During that time, he has participated in approximately 375 ESOP transactions.

Maureen Cosgrove - Aegis Trust Company

ESOP Independent Fiduciary in Boston, MA

Prior to joining Aegis, Maureen served as Senior Vice President for a large institutional trustee. She has 17 years of experience as a valuation professional. She served as the Managing Director of ESOP Advisory Services at a regional CPA firm and is constantly in front of current issues that ...

Wayne Isaacks - Isaacks and Associates

ESOP Independent Fiduciary in Tomball, TX

Wayne Isaacks, JD, CPA is a Houston, Native who specializes in counseling owners and management of closely-held businesses in developing ownership and tax strategies and transactions to promote growth in value while minimizing losses to taxation.  Bus...

Kelly Irizarry - Prudent Fiduciary Services

ESOP Independent Fiduciary in Bradenton, FL

  Prior to joining Prudent Fiduciary Services, Kelly Irizarry worked for an ESOP Third Party Administrator performing annual account allocations...

Daniel Reser - Fiduciary Services, LLC

ESOP Independent Fiduciary in San Rafael, CA

Mr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corpor...

Julie Bennett - Aegis Trust Company

ESOP Independent Fiduciary in Arlington, VA

Prior to joining Aegis, Julie worked for eight years as a legal assistant at a law firm that represented both ESOP plan sponsors and institutional trustees

Miguel Paredes - Prudent Fiduciary Services

ESOP Independent Fiduciary in West Covina, CA

Miguel Paredes is Founder and President of Prudent Fiduciary Services. Prior to ...

Stephen James - SCJ Fiduciary Services

ESOP Independent Fiduciary in Smithfield, KY

Steve James is the Founder and Independent Trustee of the SCJ Fiduciary Team. He founded the company in Louisville, KY in 2008. Steve spent many years practicing in public accounting for CPA firms, and afterwards served as a Controller, Chief Financial Officer (CFO), and Chief Operation Office...

Scot Storjohann - Greatbanc Trust Co.

ESOP Independent Fiduciary in lisle, IL

Scot Storjohann is Senior Vice President in the Employee Stock Ownership Plans (ESOP) Client Services group, with a focus on managing client relationships and ESOP transactions. Mr. Storjohann joined GreatBanc Trust Company in 2016 with more than 30 years of ESOP and qualified plan ...

Kjersti Cory - SCJ Fiduciary Services

ESOP Independent Fiduciary in Quincy, IL

Kjersti Cory is an Independent Trustee on the SCJ Fiduciary Team. With her 25+ years of ESOP experience, Kjersti joined the team in July of 2022 and has been an asset to our team ever since. Having worked for ESOP companies since the 1990's, Great Banc ...

Joel Phillips - Fiduciary Services, LLC

ESOP Independent Fiduciary in Pocatello, ID

Tom Murphy - Prudent Fiduciary Services

ESOP Independent Fiduciary in St. Paul, MN

Tom Murphy is an attorney and experienced ESOP Trustee.  Prior to joining Prudent Fiduciary Services, Mr. Murp...

Drew Schaefer - SCJ Fiduciary Services

ESOP Independent Fiduciary in Smithfield, KY

Drew is an Independent Trustee on the SCJ Fiduciary Services Team.  He started his career in assurance at Ernst & Young before moving into industr...

Ginny Machamer - Aegis Trust Company

ESOP Independent Fiduciary in Philadelphia, PA

Ginny is a Client Relationship Manager at Aegis Fiduciary Services having previously spent 24 years as an institutional corporate trustee. At her prior firm, Ginny served on the ESOP Fiduciary and Management committees and currently serves on Aegis’s Fiduciary Committee.

Richard Glassman - ESOPPlus: Schatz Brown Glassman LLP

ESOP Independent Fiduciary in West Hartford, CT

Rich Glassman’s  is a founding member of ESOP Plus®  a law practice with a focus on ESOP planning, with more than 3 decades of experience as general counsel and senior manager with publicly-traded and closely-held companies. Rich Glassman was Pre...