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.

Banking

Investment Management

Real Estate

Midland Trust Company

Dave Owens

Lori Hartigan

Cisp Kelsey Dineen

Brandon Hall

Daniel Hanlon

Warren Fountaine

Whitney Ambuter Pope

Joe Stolz

Adam Sypniewski

The Leadership Team at Midland Trust Company is responsible for setting the strategic vision and direction of the organization, ensuring regulatory compliance, overseeing financial operations, and driving technological advancements. Composed of senior executives including the CEO, CFO, and other vice presidents, this team plays a crucial role in guiding Midland's growth, maintaining operational excellence, and supporting the company's mission to provide innovative custodial services and self-directed investment opportunities to its clients.

Leadership Team

Executive Management

Client and Business Development

Leadership Team

About

Team members

Other teams at Midland Trust Company

Executive Management

Client and Business Development