Midland Trust Company
Casey Lopresti is a financial services administrator at Midland Trust, specializing in SD IRAs and 1031 exchanges since January 2021. Prior experience includes serving as the women's basketball team manager at Florida Gulf Coast University from October 2017 to May 2021, and holding supervisory roles at Alico Arena and The Boardwalk between November 2019 and February 2020. Casey Lopresti earned a degree in finance from Florida Gulf Coast University Lutgert College of Business, attending from 2017 to 2021.
Midland Trust Company
Who is Midland? The Midland umbrella of companies is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their financial goals. What is self-direction? A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.