Operations Team

Meet our Operations Team

Tara Masters

Tara T. Masters, CTFA®

Senior Vice President
Chief Operations Officer


Tamara Amici
Tami Amici, EA, CTFA®

Vice President
Fiduciary Services Tax Manager


STACY BERTOT

Stacy Bertot

Vice President
TFA Compliance Officer


CHRISTINE SNYDER

Christine Snyder

Fiduciary Accounting and Reporting Analyst


Stacey Brown

Stacey Brown

TFA Compliance Officer


Lynn Davenport

Lynn Davenport

Senior Trust Securities Associate


Bridget Lorow

Bridget Lorow

Trust Operations Associate II


Don Taulbee

Don Taulbee

Senior Trust Operations Investment Associate


Tamara Crumb

Tamara Crumb

Trust Operations Associate


Lisa Donnelly

Lisa Anne Donnelly

Vice President
Trust Operations Manager


Kirstine Lozinak

Kirstine Lozinak

Trust Operations Associate II