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
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
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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Erik R. Beck
Chief Growth Officer
Erik is responsible for sales and relationship management, product and strategy, and marketing. He leads our client engagement and partnership strategy, defines strategic growth plans, and ensures we deliver innovative and robust products and services to our clients.
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John Perugini
General Counsel
John oversees the legal and compliance functions at Millennium Trust. He brings more than 20 years of legal experience to the firm.
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Jason Lomax
Chief Compliance Officer
Jason oversees our ethics and compliance program, and partners with business leaders throughout the firm to further our reputation in the industry as a trusted provider of comprehensive retirement and institutional services.
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Pete Welsh
Senior Vice President, Head of Retirement Services
Pete joined Millennium Trust in 2020 as Head of Retirement Services, and is responsible for building strategic client and partner relationships as well as expanding our products and services.
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John Samaan
Senior Vice President, Head of Human Resources
John brings more than 20 years of global HR experience to the firm. He is responsible for driving the human capital strategy aligned to support overall employee engagement and business objectives.
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Maribel Gerstner
Senior Vice President, Director of Operations
Maribel brings more than 25 years of experience managing operations in a variety of organizations. She oversees all operations, and improves upon collaboration, communication and efficiency throughout the firm.
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Meg O'Connor Zwick
Senior Vice President, Director of Client Services
Meg is responsible for delivering our brand promise of providing exceptional service to over 500,000 individual clients as well as funds with over $14 billion in custody. In her role, she supports strategic organizational growth, helps to maximize client acquisition, while building new and expanding existing client relationships.
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.
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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.
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Michael Cummings
Vice President, Abry Partners
Michael joined Abry in 2014. 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.
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Mark Jung
Board Member and Advisor
As an independent board member and advisor, Mark helps companies identify opportunities to better serve their clients and grow. Mark currently serves as an independent board member and advisor to multiple companies including DataXu, InMar, SambaSafety, and Super League Gaming.
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.
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