Marie is the Client Services Supervisor II at BTC Capital Management. With a decade of experience in the financial services industry, she plays a pivotal role in Relationship Management, Investment Portfolio Implementation, Operations and Project/Risk Management.
Joe joined BTC Capital Management in 2018 as a Trading and Implementation Specialist. He has 4 years of investment operations experience, including corporate actions and data entry. Joe earned his bachelor’s degree in Business Administration with an emphasis in Finance from the University of Iowa Tippie College of Business.
Lucas is an Investment Services Specialist and serves as the mutual fund and common/collective fund trader. He assists the relationship management team with daily requests including onboarding, offboarding and account change processes for clients.
Ian is an Investment Operations and Trading Specialist at 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.
Paul Larsen currently serves as Chief Compliance Officer for BTC Capital Management, as well as Wealth Management & Trust Counsel for Bankers Trust. Paul has over 20 years of experience in estate and business succession planning, trust administration, and regulatory compliance related to the trust and fiduciary business.
Alesia Endres is an Executive Assistant for BTC Capital Management. Alesia provides administrative assistance and support to Scott Eltjes in his dual role with BTC Capital Management and Bankers Trust Company.
