News & Library

Perspecta Trust Announces Leadership Appointments

HAMPTON, N.H., Dec. 15, 2017 (GLOBE NEWSWIRE) — Perspecta Trust LLC announced today that Paul M. Montrone, co-founder, Chairman and Chief Executive Officer, has assumed the duties of President. In addition, Stephen J. Tall, Chief Operating Officer, has been appointed to the new role of Chief Fiduciary Officer. He and Anthony Annino, Chief Investment Officer, will report directly to Mr. Montrone. In addition to these changes, John Crowley will succeed Jay Cawley as Perspecta Trust’s Chief Financial Officer, effective January 1, 2018. Mr. Montrone explained, “In anticipation of our firm’s global expansion of its trust and investment services, these appointments will bring more focus to execution of our strategy and the day-to-day management of these areas of our business.” About Perspecta Trust Perspecta Trust is a family wealth strategic advisory…

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Todd D. Mayo to Speak at STEP New York Seminar on January 11, 2018

Todd D. Mayo, Principal and General Counsel of Perspecta Trust, will be speaking at a Society of Trust and Estate Practitioners (“STEP”) New York seminar entitled, “A Comparison of U.S. Trust Jurisdictions” in New York, NY on January 11, 2018. Mr. Mayo will be presenting on settlor intent and sharing trust planning success stories from New Hampshire. For more information on the Society of Trust and Estate Practitioners, please visit their website: www.step.org.  

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Anthony Annino and Angus West to Speak at the Family Office Super Summit, Miami, FL

Anthony J. Annino, Chief Investment Officer, and R. Angus West, Senior Wealth Strategist, will be speakers at the 2016 Family Office Super Summit in Miami, FL, November 28-30. The annual conference features top institutional investors and family offices presenting on allocation strategies, risk management, and best practices for guarding wealth. Mr. Annino will be speaking on a panel discussion exploring “How to Raise Capital from Billionaire Family Offices and Top 50 Multi-Family Offices.” Mr. West will be speaking on a panel discussion entitled “Million Dollar Mistakes: Wealth Management Lessons Learned by $1B+ Family Offices.” For more information on the Family Office Super Summit, click here.

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