Ian is an Investment Operations and Trading Specialist for BTC Capital Management. As part of the Client Service Team, he is responsible for onboarding new client accounts, account reconciliation, trading support and firm reporting.
Gabe is an Investment Services Specialist and serves as the firm’s lead account onboarding resource. He supports the Relationship Management team by coordinating the transition of new clients into firm systems, updating existing client accounts to reflect evolving strategies and investment decisions, and preparing performance reviews for clients.
Jack is an Investment Services Specialist for BTC Capital Management. He assists the relationship management team with daily requests including onboarding accounts, offboarding accounts, account change processes, and performance reporting.
Andrew is an Investment Services Specialist and serves as the backup to the trading team. He assists the relationship management team with daily requests including onboarding and offboarding accounts, account reconciliation, and account performance reporting.
Paul is the Chief Compliance Officer for BTC Capital Management and Wealth Management & Trust Counsel for Bankers Trust. He has more than 25 years of experience in estate and business succession planning, trust administration, and regulatory compliance related to the trust and fiduciary business.
Alesia is an Executive Assistant for BTC Capital Management. She provides administrative assistance and support to Scott Eltjes, CEO & President of BTC Capital Management and EVP, Investment Management & Wealth Management, Bankers Trust Company.
