ATG Trust Team Update: Welcome Lucia Pelayo & Jake Stapleton
February 21, 2019
ATG Trust Company has welcomed two new employees to our team. We are excited for them to add their exceptional skills to our staff and offer even better support to you and your clients.
Lucia Ponticiello will work with the estate settlement team as an Assistant Trust Officer. They will collaborate to collect assets, support beneficiaries and fulfill wishes outlined in grantor's estate plans. Her 11 year career supporting clients at large financial trust institutions has prepared her to be a knowledgeable asset to ATG Trust Company.
Jake Stapleton joined the Investment Team as an Associate Portfolio Manager. Jake's primary role is to support Chris LaPorta in developing account-specific investment plans and execute daily investment decisions. He also provides investment related support to Trust Officers for their various accounts. We are excited to add his expertise our team.