The St. Louis Trust Company Multi-Family Office Our Team section header
The St. Louis Trust Company Multi-Family Office Our Team section header

Our team is passionately dedicated to delivering excellence in all areas of wealth management to fulfill your needs and achieve your goals.

WE ARE PROACTIVE. WE ARE RESOURCEFUL. WE ARE RELENTLESS.

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ALEX BATES, CFA<sup>®</sup>, CAIA<sup>®</sup>

ALEX BATES, CFA®, CAIA®

Principal, Director of Investments

ANNA BERTMAN

ANNA BERTMAN

Principal

PAUL HOFFMAN

PAUL HOFFMAN

Principal

JOHN JENNINGS

JOHN JENNINGS

President & Chief Strategist

JULIE LILLY

JULIE LILLY

Chief Executive Officer

JILL MOORE

JILL MOORE

Manager

CARRIE NAYLOR

CARRIE NAYLOR

Principal

JAMIE O'CONNOR

JAMIE O'CONNOR

Founder & Chairman

LES SMALL, CPA

LES SMALL, CPA

Vice Chairman

MICHAEL SMALL

MICHAEL SMALL

Principal

JOHN STIKA

JOHN STIKA

Principal

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Our operations Associates and Assistants work behind the scenes to support our business.

OPERATIONS PROFESSIONALS

MAGGIE CATALANO
314.719.2112
mcatalano@stlouistrust.com
LOLLIE COULTER
314.719.1558
lcoulter@stlouistrust.com
LISA DAVIDSON
314.719.1552
ldavidson@stlouistrust.com
ALLISON DEVORE
314.719.2104
adevore@stlouistrust.com
CARRIE KINEALY
314.719.2106
ckinealy@stlouistrust.com
KATELYN MILLER
314.719.1526
kmiller@stlouistrust.com
TAYLOR RICHARDS
314.719.2102
trichards@stlouistrust.com

ADMINISTRATIVE STAFF

CHRISTY DAVIS
314.719.1545
cdavis@stlouistrust.com
CONNIE IRVIN
314.719.1520
cirvin@stlouistrust.com
JILL JOVANOVIC
314.719.1547
jjovanovic@stlouistrust.com
EMILY NEUBAUER
314.719.2101
eneubauer@stlouistrust.com
MINDY POOL
314.719.1522
mpool@stlouistrust.com
KRISTINE SCOTT
314.719.2121
kscott@stlouistrust.com