VP, Senior Communications Manager
Millennium Trust Company, LLC® reported a strong quarter of performance in the second quarter of 2018. The firm also was recognized in the Crain’s Chicago Business Fast 50 and acquired the Safe Harbor IRA portfolio from The Bancorp Bank.
Millennium Trust announces a refreshed Millennium Alternative Investment Network® that makes it easy for investors and advisors to discover, research and invest in a variety of alternative assets.
The Bancorp, Inc. (NASDAQ: TBBK) announces that it has entered into an agreement to transfer all of its rights and obligations as custodian and trustee of its Safe Harbor IRA portfolio to Millennium Trust Company, a leading provider of retirement and custody services.
Terry Dunne will speak at the PLANSPONSOR National Conference and SPARK National Conference about issues facing plan sponsors and the retirement industry, including the increasing number of missing participants, and how plans can reunite them with their money.
Millennium Trust is honored to be a finalist for Crain’s Fast 50, which recognizes the fastest-growing companies in the Chicago area.
Millennium Trust announces strong performance in the first quarter of 2018, and introduces Maribel Gerstner as Senior Vice President, Director of Operations.
Millennium Trust is proud to be named “Professional Services Company of the Year” at LendIt Fintech USA 2018, which is awarded to the service provider that has demonstrated deep expertise, unique value, strong ROI, commitment to clients, and fostering of a deep understanding of fintech.
Millennium Trust is proud to be recognized by the Oak Brook Chamber of Commerce as the 2018 Champion for Young Business Professionals Award.
Millennium Trust Company, LLC® has announced the alliance with Gold Bullion International (GBI), a leading institutional precious metals provider to individual investors and the wealth management industry.
Millennium Trust Company, LLC® has ended 2017 on a high note. With a focus on leveraging strong partnerships and its acquisition, we continued to expand its custody services offerings to address the ever-changing needs of the retirement industry.
Millennium Trust Company® has announced the acquisition of InspiraFS, Inc. ("Inspira") from Ad-Base Group, Inc. ("ABG Capital").
Millennium Trust Company® and Paychex, Inc., one of the nation's leading providers in retirement recordkeeping services for businesses, have teamed up to offer a SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) to employers with 100 or fewer employees, with innovative features including auto enrollment and investment fiduciary services.
Millennium Trust Company® is pleased to announce that the Director of Client Services, Meg Zwick, will be a panelist at LendIt Europe’s “The State of the US Lending Market” session. LendIt Europe is the region’s leading event for innovation in financial services and will be held at the InterContinental London - The O2 on October 9 and 10, 2017.
Growth continues to be the theme in the second quarter of 2017 for Millennium Trust Company®. Assets under custody grew to $23.3 Billion in nearly 600,000 custodial accounts, increases that are attributable to the firm’s commitment to empowering its clients with unmatched service, comprehensive access, and trusted expertise.
Millennium Trust Company is proud to announce a strategic relationship with Trust Company of America, in which we will provide alternative asset custody in taxable portfolios for TCA’s advisors.
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