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We are pleased to share that Rob Elliott, a board member of Market Street Trust Company since 2012 and Vice Chairman of the company from 2014 to 2017, received this year's Family Wealth Report (FWR) Lifetime Achievement Award.
The award places Rob among some of the most influential and respected people in the industry who have won the award previously, including noted author on family wealth issues, James E Hughes, Jr., awarded in 2017, and the founder of the Institute for Private Wealth, Charlotte Beyer, was awarded this honor in 2015.
In response to the award, Market Street Trust Company President and CEO Kara Pass commented:
“We are so excited to see Rob Elliott honored with the FWR Lifetime Achievement Award. We’re fortunate to have him as part of the Market Street family, and we’re pleased to join Family Wealth Report in recognizing Rob for his many contributions to the industry, to our firm, and to so many client families.
“Toward the end of an extremely successful career with Bessemer Trust, Rob joined our Board of Directors in 2012. After retiring from Bessemer, Rob officially became part of our team two years later as Vice Chairman, becoming the head of our newly conceived New York City office, a venture in which he was critically involved in planning and bringing to fruition.
“Having officially ‘retired’ from day-to-day duties in late 2017, Rob remains an active and incredibly engaged member of our Board. He brings to every situation years of industry experience, personal dedication, and a healthy amount humor and camaraderie. In an industry full of great people and so many with accomplished careers, there are few more deserving than Rob.”
Though the ceremony could not take place this year due to safety risks, Rob was honored with wonderful words from the FWR staff. Those remarks describe him as the extraordinary executive and person that we at Market Street Trust know him to be.
“After his retirement from Bessemer Trust at 65 years of age, he did do more. Having joined the board of directors of Market Street Trust Co during his final years at Bessemer, he was persuaded to go back inside as vice chairman responsible for their growth, specifically focused on building their New York presence. He retired for a second time in late 2017 and remains on Market Street’s board.
“A deeply skilled client advisor, he could process client needs and suggest solutions across an array of disciplines. A lawyer by training with a towering intellect, he also possessed a high `EQ’ and could relate to a wide range of client prototypes adhering to the maxim, “Clients don’t care how much you know until they know how much you care.”
Disclaimer:
This presentation has been prepared by Market Street Trust Company. The views expressed herein represent opinions of Market Street and are presented for informational purposes only. They are not intended to be recommendations or investment advice and do not take into account the individual financial circumstances or objectives of the investor who receives them.
Certain statements included in this presentation constitute forward looking statements. Forward looking statements are not facts but reflect current thinking regarding future events or results. These forward looking statements are subject to risks that may result in actual results being materially different from current expectations.
Past performance (before and after taxes) does not guarantee future performance. There is no assurance that Market Street Trust Company investments will achieve their objectives, or that they will or are likely to achieve results comparable to results shown herein, or will make any profit, or will be able to avoid incurring losses. Exposure to foreign currencies may cause additional fluctuation in the value of any investment. Each investor must assess the suitability of an investment, the investor’s tolerance for risk and the impact on the investor’s diversification strategy. This presentation does not constitute an invitation to buy or an offer to sell securities, or any other products or services.
This is intended as general information only. Investors maybe required to meet certain criteria under the securities laws in order to qualify for certain investments. Any discussion of U.S. tax matters is not intended and cannot be used or relied upon for the purpose of avoiding U.S. tax-related penalties. Please visit our website for additional information concerning Market Street’s investments and investment updates. As always, please feel free to contact us if you would like to learn more about our investment program.
