In 1981, Ira worked with the senior management of Berkeley Federal Savings, a New Jersey Savings and Loan Association, to establish a Trust Department under the newly enacted Monetary Deregulation Act. Berkeley was granted the First Trust Charter by the Federal Home Loan Bank Board for the New York, New Jersey and Puerto Rico District as a Division of a Savings and Loan Association.
In his professional activities, Ira is a member of the Samaritan Healthcare and Hospice President’s Advisory Council; a former member of the Virtua Foundation Gift Planning Advisory Council, and a Trustee of the 21 Plus Foundation.
Moreover, Ira is past president and a Paul Harris Fellow of Central Ocean Rotary, Toms River. He also served as past president of the Ocean County Estate Planning Council and the Ocean County Bankers Association.
In 1990, Barbara joined Manchester Trust Bank and became the Chief Financial Officer. When Manchester Trust became the wealth management division for Sovereign Bank, Barbara served as senior manager on various management committees overseeing the daily administration and investment activities for the fiduciary accounts ensuring regulatory compliance and risk management for a multi-billion dollar division serving a multi-state market.
Barbara has a B.S. degree in accounting and her MBA from Georgian Court University.
Adam earned a B. S. in Marketing from West Chester University, PA. He is a member of the Estate and Financial Planning Council of Central New Jersey. Adam graduated from Cannon Trust School and earned his Certified Trust & Financial Advisor (CTFA) designation. He holds a Life Insurance and Property & Casualty Insurance license through the State of New Jersey. He also sits on the board for the SPCA of Ocean County.
Prior to joining Garden State Trust Company she owned her own business and worked in Corporate Communications in NYC. She currently serves on the Board of Directors for Social Community Activities Network serving the large retiree population of Monmouth and Ocean Counties.
Siobhan graduated from Cannon Trust School and earned her Certified Trust & Financial Advisor (CTFA) designation. She also holds a Masters in Education from Long Island University and a Bachelor of Science from University of Albany.
In his professional activities, Sean is a member of the following:
• New Jersey State and Burlington County
• South Jersey Young Professionals
• Estate and Financial Planning Council of
Southern New Jersey
• Moorestown Rotary Lunch Club
Sean graduated from Cannon Trust School and earned his Certified Trust & Financial Advisor (CTFA) designation. He earned his B.S. degree in Management and a Minor in Business Law at Smeal College of Business at the Pennsylvania State University.
His extensive knowledge of trust administration, portfolio management and retirement planning has enabled John to provide guidance and maintain relationships with his clients for decades.
He graduated from Rowan University with a B.S. in Business Administration, majoring in Accounting and the Central Atlantic School of Trust at Bucknell University. John will maintain an office at our Cherry Hill location.
He was a senior managing director heading their trust and estate administration group, was the plan administrator for their savings & investment plan and a member of the Peapack-Gladstone Bank, Delaware Board of Directors.
Kurt began his career in 1990 with United Trust located in Bridgewater, NJ where he was a vice president and trust officer responsible for administering personal and charitable trusts, estates, retirement funds and investment management accounts.
Kurt obtained the designation of Certified Trust and Financial Advisor (CTFA) from the American Bankers Association and is active in many local estate planning associations. He works from the Lebanon office.
He is a Certified Trust and Financial Advisor (CFTA) through the American Bankers Association and serves as Trustee of various foundations and associations within the community.
1390 Route 22 West, Suite 101 • Lebanon, NJ 08833
1886 Hinds Road, Suite 2 • Toms River, NJ 08753
1236 Brace Road • Cherry Hill, NJ 08034
2021 New Road • Suite 9 • Linwood, NJ 08221