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Asset/Investment Management
sttrust.net

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Investments

1

About Sentinel Trust

Sentinel Trust is a wealth management firm based in Houston, Texas that focuses only on very high net worth families. It provides family wealth and succession planning, fiduciary, philanthropic, and family office services to its clients. The firm invests in the public equity, fixed income, and alternative investments markets.

Sentinel Trust Headquarters Location

2001 Kirby Drive Suite 1200

Houston, Texas, 77019,

United States

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Latest Sentinel Trust News

10:20 ET Sentinel Trust Company Announces the Promotion of New Vice President and Election of a New Shareholder

Jan 13, 2022

KelseyW. Gray,JD, is promoted to Vice President and SophiaPapadopoulos, CPA,CFA, is elected to Shareholder News provided by Share this article Share this article HOUSTON, Jan. 13, 2022 /PRNewswire/ -- Sentinel Trust Company, LBA, an independent wealth management firm and multi-family office, announces the promotion of Kelsey W. Gray, JD, to Vice President and the appointment of Sophia Papadopoulos, CPA, CFA, as a Shareholder of the firm. In the Vice President role, Ms. Gray leads the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients. As a licensed attorney with experience in both litigation and planning, her analytical skills elevate all her work for Sentinel Trust's clients. Sophia Papadopoulos, CPA, CFA Kelsey W. Gray, JD Kelsey W. Gray, JD, is promoted to Vice President and Sophia Papadopoulos, CPA, CFA, is elected to Shareholder. Ms. Papadopoulos brings nearly two decades of experience in asset management including building portfolios of third-party managers at large financial institutions. As elected Shareholder, she manages the Sentinel Trust hedge fund investment strategies including research and analysis at the security, manager, and portfolio levels. "We are pleased to recognize the dedication and talent of these two incredible professionals," noted Lissa S. Gangjee, President and CEO of Sentinel Trust. "Each possesses deep knowledge of their respective fields, benefiting not only their clients but also our firm as a whole. Kelsey delivers high-quality solutions for clients through strategic problem-solving and strong communication skills. In addition to sourcing, evaluating, and monitoring hedge fund strategies, Sophia develops and presents in-depth market research and recommendations to the Sentinel Trust Investment Committee. We look forward to their continued success." Sentinel Trust serves a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals. The company focuses on delivering personal attention to each family to meet their distinctive needs and complex challenges. About Sentinel Trust Company Sentinel Trust Company, LBA is an independent wealth management firm and multi-family office that provides comprehensive wealth and succession planning, fiduciary, investment management, philanthropic, and family office services to a select group of affluent families and their closely held entities and foundations. Founded in 1997 as the successor to two 40-plus-year-old single-family offices, Sentinel Trust currently serves more than 30 multi-generational families nationwide and is responsible for approximately $5.5 billion in assets as of December 31, 2021. To learn more, visit www.sentineltrust.com . Media Contact: Executive Assistant: Amor M. Joseph 713.559.9589

Sentinel Trust Investments

1 Investments

Sentinel Trust has made 1 investments. Their latest investment was in SpotRight as part of their Unattributed VC on December 12, 2010.

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Sentinel Trust Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/8/2010

Unattributed VC

SpotRight

$1.5M

Yes

1

Date

12/8/2010

Round

Unattributed VC

Company

SpotRight

Amount

$1.5M

New?

Yes

Co-Investors

Sources

1

Sentinel Trust Team

5 Team Members

Sentinel Trust has 5 team members, including current Chief Executive Officer, President, Fort Flowers.

Name

Work History

Title

Status

Fort Flowers

Chief Executive Officer, President

Current

Robert J. Sweeney

Executive Vice President

Current

David A Bristol

Senior Vice President

Current

Bruce L Swanson

Senior Vice President

Current

Ross W Nager

Senior Managing Director

Current

Name

Fort Flowers

Robert J. Sweeney

David A Bristol

Bruce L Swanson

Ross W Nager

Work History

Title

Chief Executive Officer, President

Executive Vice President

Senior Vice President

Senior Vice President

Senior Managing Director

Status

Current

Current

Current

Current

Current

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