Financial Suite Growth
Anna is leading growth strategy and scalability for True Link’s trust administration...
Co-founder and President
Claire has dedicated her career to solving real human problems, especially with diverse teams of hardworking ...
Chief Operating Officer
Coulter is responsible for operational excellence across numerous service lines across the company...
Jackie is dedicated to ensuring that the Customer Support team has everything...
Jenny brings people and talent management experience from the private, nonprofit...
Jessica has almost 20 years of legal experience and has held legal and compliance...
Co-founder and CEO
Kai’s experience building data-driven financial products combined with his personal passion for financial security ...
Strategy and Business Operations...
Kara joined True Link from Oliver Wyman, a global management consulting firm...
Vice President of Client Services
Paige Kirstein is the Vice President of Client Services at True Link.
Peter J Wall
With more than 20 years of trust administration experience at national bank trust companies...
True Link Financial Advisors
Scott leads and manages all aspects of the True Link’s Financial Advisor’s Team...
Investors and Advisors
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