Our Executive Team
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.
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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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Karyn DeFalco
Chief People Officer
Karyn brings exceptional leadership experience and strategic planning expertise to her role. She is responsible for supporting the company’s long-term growth strategy by recruiting and retaining top-tier talent, cultivating inclusion and diversity in the workplace and focusing on employee engagement to improve performance across the organization.
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Maribel Gerstner
Chief Operations Officer
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
Chief Client Engagement Officer
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 the 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.
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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 the BoardSenior Leadership
Senior leaders are in charge of setting strategic and cultural goals to point the company in the right direction. Their positive attitudes and actions help build a culture of engagement that inspires all employees.
Meet our Senior Leaders