President, Adler Trust Company
Annie is the President of Adler Trust Company. Annie brings over 20 years of experience as a senior trust administrator with a focus on change of situs and multi-generational trusts. Annie has be responsible for building out trust service operations tailored specifically to meet the needs of its owner families, their trusts, and the assets held in trust. Since joining Adler Trust she has focused on dovetailing services of a de novo trust company into services delivered by existing family office.
Annie joined Adler Trust Company in 2004 from Citi Trust, where she was a vice president and senior trust officer responsible for assisting Financial Advisors and the Senior Wealth Management team in on-boarding new family trust relationships. She has administered hundreds of trust over the course of her career, which involved a variety of complex asset transactions including sales of operating companies, IPO offerings, mergers, and acquisition and sale of restricted stock.
Annie has served as a Director and advisor to various families in creating private trust companies in South Dakota.
Annie is a graduate of Augustana College and holds a Bachelor of Arts Degree in Government and International Affairs and Communications.