Finance and Investment Team

The Finance and Investment Team at Cypress Bank & Trust is responsible for developing and managing customized investment strategies for clients, ensuring effective wealth management and preservation of legacies. The team collaborates closely with clients to provide tailored banking solutions, oversee portfolio management, and execute fiduciary duties as corporate and personal trustees, all while upholding the bank's strict code of ethics. Their expertise fosters strong relationships between the bank and its clientele, driving financial growth and security.