About Blue Trust
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/
Leadership at Blue Trust
The team at the top of the org chart.
Brian Shepler
President And COO
27 reports
Russ Crosson
Chief Mission Officer
Brian Mcclard
Chief Investment Officer
23 reports
Dana Kloes
Director, Human Resources, Sr. Partner
7 reports
Larry Smith
Head Of Information Technology
8 reports
Sandy Morgan
Head Of Branding & Communications
3 reports
Yinka Akinsola
Chief Compliance Officer, Partner, Internal Audit Function Officer, BSA Officer
1 report
Aaron Klopfenstein
Managing Director, Central U.s.
Greg Gilbert
Sr. Wealth Advisor / Managing Partner
31 reports
Kerry A. Mallory
National Managing Director
55 reports
Kevin Klok
Managing Director
Mike Haddad
Managing Director
Erik Daniels
Executive Vice President
5 reports
Ryan Blackburn
Managing Director
Pam Gibson
Chief Financial Officer
12 reports
Sean Mansell
Director Of Operations, Sr. Partner
6 reports
Terri Morgan
Sr. Investment Coordinator / Executive Assistant
James K.
Trust Portfolio Manager
John Pickart
Senior Investment Strategist
2 reports
Robert Nobles
Director - Portfolio Management
16 reports
Open Jobs at Blue Trust (11)
- Blue Trust · Houston Office · 18d
- Blue Trust · National Office · 25d
- Blue Trust · Family Office · 26d
- Blue Trust · National Office · 1mo
- Blue Trust · Family Office · 1mo
- Blue Trust · Family Office · 1mo
- Blue Trust · National Office · 1mo
- Blue Trust · National Office · 1mo
- Blue Trust · National Office · 3mo
- Blue Trust · Chicago Office · 6mo
- Blue Trust · Various Locations - Please see… · 6mo