Who We Are
Privately owned and independent, we are committed to the evolving needs of advisors, financial institutions, businesses and individual investors.
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Your Ally
At Millennium, we are both behind the scenes and by your side when it comes to custody. We invite you take a look at our company video so you can see and hear firsthand from our CEO how our team works to support you.
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Honors and Recognition
Our Promise
We empower our clients with unmatched service, secure and easy access and trusted expertise. 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 October 1, 2017, through September 30, 2018.
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
We bring smart solutions, collaboration and years of experience to every interaction. Our management team has significant experience in trust, banking, asset management, technology and operations.
Gary Anetsberger
Chief Executive Officer, Millennium Trust
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.
Meet our team
Dan Laszlo
Chief Financial Officer
As CFO, Dan is responsible for financial management, reporting, and analysis for the firm. Additionally, he oversees finance and facilitates 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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Tom Daley
Managing Director, Custody Services
Tom is responsible for executing key sales strategies, managing and developing the sales team and expanding the depth of product offerings for the Custody Services Team.
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Terry Dunne
Senior Vice President, Managing Director
Terry is responsible for executing key strategies, managing and developing the Retirement Services team. He brings over 35 years of sales and marketing experience in the financial services industry.
Meet our teamBoard of Directors
Azra Kanji
Partner, Abry Partners
Azra joined Abry in March of 2003. She has originated, supervised, been a board member of, and sold numerous companies during her career.
Meet our board
C.J. Brucato
Managing Partner & Co-CEO, Abry Partners
C. J. joined Abry in 1996. He has originated, supervised, been a board member of, and sold numerous companies in Abry’s targeted sectors.
Meet our board
James Scola
Principal, Abry Partners
James joined Abry in 2010. He has done diligence, supervised, financed, been a board member of, and sold numerous companies in Abry’s targeted sectors.
Meet our boardGary Anetsberger
Chief Executive Officer, Millennium Trust
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.
Meet our board
Andrew Dodson
Managing Partner, Parthenon Capital Partners
Andrew Dodson joined Parthenon Capital Partners in 2005. He is an active investor in business services, financial services, insurance, software, and technology sectors.
Meet our boardWho 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