Houston Trust Company is a full service trust and investment management company, providing superior personal service, competitive investment performance and flexibility in responding to specific client needs. The Company provides individually tailored services to clients across multiple generations, providing assurance to families that their financial assets and affairs are managed not only for them but for their children and grandchildren. We provide a high level of service, responding to requests rapidly, professionally and confidentially.

Houston Trust Company was founded in 1994 and is owned by eight families who shared the Company's vision. All Houston Trust Company employees own stock in the company in addition to these eight families.

Investment Management

Houston Trust Company

David Rice Lummis

Adriane Moratto Schultea

Claire Johnson

Mark J. Herrin

Fred Robertson

Alan M. Stewart

Adriane Schultea

Stephanie R. Pollock

Julie C. Rhodes

Frances R. Marshall

The Leadership Team at Houston Trust Company is responsible for guiding the strategic direction and operational efficiency of the organization. Comprising senior executives with expertise in trust administration, fiduciary responsibilities, financial operations, and investments, this team collaborates to ensure the delivery of high-quality, personalized services to clients while fostering a culture of ownership and accountability among employees. They play a critical role in decision-making, risk management, and maintaining strong client relationships across generations.

Leadership Team

Trust Operations

Leadership Team

About

Team members

Other teams at Houston Trust Company

Trust Operations