Our Firm

In 2007, Paul M. Montrone and Paul M. Meister founded Perspecta Trust. Montrone and Meister, respectively, are the former Chairman and former Vice Chairman of Fisher Scientific International Inc. The company merged with Thermo Electron to form Thermo Fisher Scientific Inc. in 2006. In the wake of this success, the two leaders formed Perspecta Trust with the vision of providing an experienced, business-centric approach in delivering investment management, wealth planning, and trust services to ultra-wealthy families.

 

Since Perspecta Trust’s founding, Montrone and Meister have remained actively involved in the trust company and its clients. Mr. Montrone is the Chair of Perspecta Trust, and Mr. Meister is Vice Chair. Under their guidance, the firm has grown from $1 billion in fiduciary assets in 2011 to now more than $11 billion under administration.

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Team

David M. Achterhof, CFA
Senior Analyst
Katie M. Bullen, CTFA
Trust Officer
Elizabeth C. Collins, CTFA, TEP
Vice President and Senior Trust Officer
Patrick O. Collins
Senior Counsel
Áine O. Cronin
Senior Client Relations Associate
John Crowley
Chief Financial Officer
Kara E. Dougherty
Investment Counsel
Kaley A. Ferrick
Operations Associate
Erica Maroon
Client Service Associate
Constantine G. (Dino) Pantelis, TEP
Vice President and Chief of Trust Operations
Glenn A. Perlow
Chief Compliance Officer and Vice President, Government Affairs
Stephen J. Tall, CTFA, TEP
Chief Fiduciary Officer and Chief Operating Officer
Robert C. Walker Jr., CFA
Vice President, Portfolio Manager, and Senior Investment Analyst
Karen L. Zaleski, CPA
Partnership Administrator