Capital First Trust Company
Adam Stern is a Senior Vice President at Capital First Trust Company. Prior to this position, Adam held the same title at First Trust Company, LLC and Wells Fargo Private Bank. With experience as a Senior Trust Officer and Planning Specialist, Adam has a strong background as a Comprehensive Financial Planner. Adam also worked as a Trust Officer at US Bank Private Client Services. Adam received their education from The University of Kansas, Henry Sibley, and Minnesota State University, Mankato.
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Capital First Trust Company
Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Directed Trusts. Capital First administers over 1,450 trusts, including over 250 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.