Our Firm

New Hampshire is now widely recognized as the leading trust situs in the United States, and Perspecta Trust has established itself as the “go to” firm in New Hampshire for ultra-high net worth families seeking comprehensive solutions to meet their financial goals and objectives. Perspecta Trust provides personalized trust, investment, and business services for wealthy families.

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Team

Stephen J. Tall, CTFA, TEP
Chief Fiduciary Officer, Chief Compliance Officer, and Chief Operating Officer
Anthony J. Annino, CFA
Chief Investment Officer and Treasurer
Todd D. Mayo
Principal and General Counsel
Constantine G. Pantelis (Dino)
Vice President and Chief of Trust Operations
Glenn A. Perlow
Vice President, Government Affairs
Elizabeth C. Collins, CTFA, TEP
Senior Trust Officer
Robert C. Walker Jr., CFA
Portfolio Manager and Senior Investment Analyst
Áine O. Cronin
Senior Client Relations Associate
David M. Achterhof, CFA
Senior Analyst

History & Milestones

In 2007, Paul M. Montrone and Paul M. Meister founded Perspecta Trust. Messrs. Montrone and Meister, respectively, were the former chairman and former vice chairman of Fisher Scientific International Inc., and, under their leadership, Fisher merged with Thermo Electron to form Thermo Fisher Scientific Inc. in 2006. Messrs. Montrone and Meister formed Perspecta Trust with the vision of providing an experienced, business-centric approach in delivering investment management, wealth planning, and trust services to wealthy families.

Since Perspecta Trust’s founding, Messrs. Montrone and Meister have remained actively involved in the trust company. Mr. Montrone is the chair of Perspecta Trust, and Mr. Meister is vice chair. Each of them also remains active in other business ventures.

In 2011, Perspecta Trust reported that its fiduciary assets had grown to more than $1 billion.

In 2013, Todd D. Mayo joined Perspecta Trust as principal. Mr. Mayo previously was the head of the trusts and estate practice group at Cleveland, Waters and Bass, P.A.

In 2014, Perspecta Trust reported that its assets under management or administration has passed the $5 billion mark.

In 2015, Perspecta Trust reported that its assets under management or administration has passed the $7 billion mark. The firm was also named 2015’s Best Independent Trust Company by the Family Wealth Report

In 2016, Stephen Tall joined Perspecta Trust as Chief Operating Officer.  Prior to joining Perspecta, Mr. Tall served as President and CEO of Acadia Trust.

join the team

Perspecta Trust has been successful in becoming a national leader in the trust industry because it has selectively hired the best in the trust industry.