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Jun 2026

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ESOP Trustees

Independent and directed trustees serving as fiduciaries for ESOP trusts — overseeing valuation adequacy, negotiating transaction terms on behalf of participants, and ensuring prudent management of plan assets.

Join The Grid

DS

Drew Schaefer

SCJ Fiduciary Services

Independent Trustee

Smithfield, KY, USA

# Trustee# EO Financials# EO Fiduciary# Due Diligence+1 more

MC

Maureen Cosgrove

Aegis Trust Company

Executive Vice President, Chief Operating Officer

Boston, MA, USA

# Trustee# Due Diligence# ESOP# Business Valuation

SS

Scot Storjohann

GreatBanc Trust Company

Senior Vice President

# Trustee# EO Plan Termination# Due Diligence# ESOP+2 more

JP

Joel Phillips

Fiduciary Services

Pocatello, ID, USA

# Trustee# IRA# Due Diligence# ESOP

TM

Tom Murphy

Prudent Fiduciary Services

Associate Vice President

St. Paul, MN, USA

# Trustee# EO Financials# EO Fiduciary# Due Diligence+1 more

ML

Michael Lovett

Los Angeles, CA, USA

LS

Lance Studdard

ERISA Fiduciary Group (EFG)

# Trustee# ERISA

PD

Patrick Decraene

GreatBanc Trust Company

SR

Scott Rademacher

SCJ Fiduciary Services

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