Institutional Trustee, Consultants & Advisors

Drew Schaefer - SCJ Fiduciary Services

Institutional Trustee 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...

Stephen James - SCJ Fiduciary Services

Institutional Trustee 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...

Kjersti Cory - SCJ Fiduciary Services

Institutional Trustee 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 ...

Institutional Trustee

Managing a Family's trust has huge liabilities, and requires investment experience, and knowledge of Trust Law.  A Trustee is a person or firm that holds or administers property or assets for the benefit of a third party. A trustee may be appointed for a wide variety of purposes, such as in the case of bankruptcy, for a charity, a trust fund or for certain types of retirement plans or pensions. They are trusted to make decisions in the beneficiary's best interests.  A trustee is required to uphold a strong level of integrity and impartiality in conducting its duties. Typically, a trustee is not permitted to benefit or profit from its position unless the trust document specifically allows for payments to the trustee for providing services. Often, a trustee may have a fiduciary responsibility to the trust beneficiaries.  Our Institutional Trustees have decades of experience in working with business owners on their goals and vision for their family's wealth.