Angelo Marroquin
Senior fiduciary department head, advisor, and family office manager. Extensive background in trust and estate planning, trust administration, estate administration, guardianship administration, and charitable giving.
- Role
- Vice President, Head of Trust Administration at Covenant Trust
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Head of Trust Administration
Dec 2022 — Present
Covenant Trust has 2.5 Billion of assets under care. I lead the Administration Department, overseeing its responsibilities and strategies for account maintenance, growth, and client servicing activities. I work cross-functionally with the Portfolio Managers and the Financial Advisors to achieve client goals, expand our footprint, and ultimately expand our brand awareness. I travel nationally to meet with clients personally and present to large crowds and outside advisors regularly.
Education
DePaul University
Certified Financial Planner, CFP
2018 — 2020
University of Illinois Chicago School of Law
Juris Doctor, Law
2009 — 2014
Elmhurst University
Bachelor of Science - BS, Finance and Economics
2003 — 2007
American Bankers Association
Certified Trust and Financial Advisor, CTFA
2017 — 2017
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