About Millennium Trust

Expertise & Experience You Can Count On

In 2000, Millennium Trust was established to meet the market's growing need for a more flexible provider of administrative and custodial services. Today, we are a fast-growing financial services firm, and we continue to stay at the industry forefront by remaining true to our entrepreneurial spirit.

Who we are

We are a leading financial services company offering alternative custody solutions to institutions, advisors, and individuals.
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Committed to quality

We continually invest in technology, product innovation, and people, taking a best-practices approach toward safety, operational soundness, and compliance with current regulations.

Regulated by State of Illinois

We are chartered by the State of Illinois to perform trustee and custody functions and are examined annually by the Illinois Department of Financial and Professional Regulation (IDFPR).

Audited

Annual audits are conducted by two independent auditors. Our financial statements are audited on an annual basis by an independent certified public accountant, in accordance with AICPA professional standards.

Controls

Systematic internal controls are employed to protect the quality and integrity of operations and provide a secure environment for the custody of client assets.

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Service Organization Controls (SOC) are a series of accounting standards that measure the control of financial information for a service organization. We employed a Big 4 accounting firm to provide an SSAE 16 (SOC 1) type 2 examination for the time period of January 1, 2014, through September 30, 2014.

Insurance Coverage

We carry Management Liability, Professional Liability, and Fidelity Bond coverage. This insurance does not relate to the safety of the investments chosen by our clients.

Business Continuity/Disaster Recovery

Our comprehensive disaster recovery plan utilizes business continuity services provided by SunGard Availability Services.

Privacy

Physical, electronic, and procedural safeguards are used to ensure the security of client records. To learn more, please view our privacy policy.

Our team

The management team has significant experience in trust, banking, asset management, technology, and operations.

Gary Anetsberger
Chief Executive Officer

Gary has over 40 years of experience in the financial services industry and oversaw the firm's client service, operations, information technology, and administration teams over the last 14 years, during a period of record growth. He was named CEO in March, 2016.

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Dan Laszlo
Chief Financial Officer

As CFO, Dan is responsible for financial management, reporting, and analysis for the firm. Additionally, he oversees human resources and facilities management.

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Bob Kunimura
Chief Technology Officer

As CTO, Bob is responsible for aligning information technology with corporate strategy. He has over 30 years of technology experience within the financial services industry and a successful track record of leading and implementing innovative technology solutions.

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Terry Dunne
Senior Vice President, Managing Director

Terry brings over 35 years of sales and marketing experience in the financial services industry to his role developing the firm’s comprehensive automatic rollover product.

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Board of Directors

Andrew C. Dodson
Managing Partner - Parthenon Capital

Andrew Dodson joined Parthenon Capital Partners in 2005. He is an active investor in business services, financial services, insurance, software, and technology.

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Gary Anetsberger
Chief Executive Officer

Gary has over 40 years of experience in the financial services industry and oversaw the firm's client service, operations, information technology, and administration teams over the last 14 years, during a period of record growth. He was named CEO in March, 2016.

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Brian P. Golson
Managing Partner, Co-CEO - Parthenon Capital

Brian Golson is a Managing Partner and Co-CEO of Parthenon Capital Partners and is a member of the firm’s Investment Committee. 

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T. Scott McCartan
Board Member

Scott has more than 50 years of experience in the financial services industry and has devoted his career to providing a wide array of investment and trust services to individuals and institutional clients.

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Rob Metzger
Director, Investment Banking Academy - University of Illinois at Urbana-Champaign

Rob Metzger is a member of the faculty of the University of Illinois at Urbana-Champaign College of Business, serving as the Director of the Investment Banking Academy and a Lecturer in the Department of Finance, roles he has held since 2015.

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Anthony J. Orazio
Vice President - Parthenon Capital

Anthony Orazio joined Parthenon Capital Partners in 2014 and is a Vice President in the firm’s Boston office. He is active in sourcing and executing new investment opportunities and working with portfolio companies.

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Who we work with

We've built lasting relationships with clients and institutions ranging from individual investors to independent financial advisors and Fortune 500 companies.

See RelationshipsSee Service Partners

Where we are

Millennium Trust is located 18 miles west of downtown Chicago at 2001 Spring Road, Oak Brook, IL. The reception to our offices is located on the 7th Floor. The facility includes 24-hour security features, including surveillance cameras.

Corporate Headquarters & Mailing Address

Millennium Trust Company
2001 Spring Road, Suite 700
Oak Brook, IL 60523
630.368.5600