Sentinel Trust

Houston, United States Founded: 1997 • Age: 29 yrs
Manages diversified investment portfolios across multiple asset classes for optimal returns.

About Sentinel Trust

Sentinel Trust is a Financial Services company based in Houston (United States) founded in 1997. Manages diversified investment portfolios across multiple asset classes for optimal returns. It operates on a B2B model. Its focus areas include Finance, Investment Management, Asset Management and Portfolio Services. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Sentinel Trust, based in Houston, focuses on finance, investment management, managing assets, and portfolio services. Manages diversified investment portfolios across multiple asset classes for optimal returns. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.

  • Headquarters Houston, United States
  • Sectors
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website sentineltrust.com
  • Social LinkedIn
Operational Areas

People of Sentinel Trust

45 people are tracked at Sentinel Trust (21 in leadership, 11 in board & advisors, 13 in team).

NameRoleGroup
Ingrid Y. Tang
Portfolio Manager & Vice PresidentLeadership
Scott E. Snyder
Head of Equities & VPLeadership
Anne-Lise A. Wiegand
Chief Financial Officer & Managing directorLeadership
Mayra A. De Leon
Corporate & Benefits Accountant & VPLeadership
Christi N. Arrington
Accounting Manager & VPLeadership
Foluyinka B. Folowosele
Accounting Manager & VPLeadership
Todd A. Burchett
Chief Investment OfficerLeadership
Katherine M. Rose
Managing DirectorLeadership
Kelsey W. Gray
Senior Relationship Officer & VPLeadership
Lissa S. Gangjee
President & CEOLeadership
Temitope D. Ayoola
Director of Business Operations & VPLeadership
Julie A. McCaughey
General Counsel & Director of Human ResourcesLeadership
James C. Reed
Director of Business Operations & SVPLeadership
Damon L. Drouet
Senior Systems Manager & VPLeadership
Stephanie A. Trejo
Operations Manager & VPLeadership
Jimmy Reed
Managing Director - Director Of Business OperationsLeadership
Devangi D. Thakkar
Investment Performance, Reporting Manager & VPLeadership
Sophia Papadopoulos
Director of Hedge Funds & Real Assets & SVPLeadership
Brandon Harsell
Senior Vice President, Senior Resource OfficerLeadership
Matthew D.
Vice President, Performance And ImplementationLeadership

25 more people are available in the full profile.

Premium access

Complete people profiles for Sentinel Trust

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Competitors of Sentinel Trust

Sentinel Trust has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
Premium access

Detailed competitors of Sentinel Trust

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Top companies in Asset Management

3 companies that operate in the same segment as Sentinel Trust (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Sentinel Trust

Premium access

Complete news archive for Sentinel Trust

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Sentinel Trust

Sentinel Trust was founded in 1997.

Sentinel Trust is headquartered in Houston, United States. It is registered at Houston, Texas, United States.

Sentinel Trust, based in Houston, focuses on finance, investment management, managing assets, and portfolio services. Manages diversified investment portfolios across multiple asset classes for optimal returns. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.

Sentinel Trust's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available