Blue Trust

Blue Trust Jobs & Careers

National Office

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

Brian Shepler

President And COO

27 reports

Russ Crosson

Russ Crosson

Chief Mission Officer

Brian Mcclard

Brian Mcclard

Chief Investment Officer

23 reports

Dana Kloes

Dana Kloes

Director, Human Resources, Sr. Partner

7 reports

Larry Smith

Larry Smith

Head Of Information Technology

8 reports

Sandy Morgan

Sandy Morgan

Head Of Branding & Communications

3 reports

Yinka Akinsola

Yinka Akinsola

Chief Compliance Officer, Partner, Internal Audit Function Officer, BSA Officer

1 report

Aaron Klopfenstein

Aaron Klopfenstein

Managing Director, Central U.s.

Greg Gilbert

Greg Gilbert

Sr. Wealth Advisor / Managing Partner

31 reports

Kerry A. Mallory

Kerry A. Mallory

National Managing Director

55 reports

KK

Kevin Klok

Managing Director

Mike Haddad

Mike Haddad

Managing Director

ED

Erik Daniels

Executive Vice President

5 reports

RB

Ryan Blackburn

Managing Director

Pam Gibson

Pam Gibson

Chief Financial Officer

12 reports

Sean Mansell

Sean Mansell

Director Of Operations, Sr. Partner

6 reports

Terri Morgan

Terri Morgan

Sr. Investment Coordinator / Executive Assistant

JK

James K.

Trust Portfolio Manager

John Pickart

John Pickart

Senior Investment Strategist

2 reports

RN

Robert Nobles

Director - Portfolio Management

16 reports

Open Jobs at Blue Trust (11)

Discover Blue Trust and thousands of other companies hiring around the world on TheJobsMap.