Because Glenview Trust is a local, closely-held company with employee ownership, our professionals act and think differently. We are not accountable to a headquarters in a distant city, which allows us to effectively and efficiently accommodate our clients'​ unique situations. Because our trust professionals do not sell any proprietary products, we provide customized solutions that are in our client's best interest - not ours.

We know that effective wealth management is dynamic. No two strategies are the same at Glenview Trust. We offer custom wealth management solutions to fit your individual needs. Whether you are an individual investor, part of a family partnership, business owner, retiree or professional, our trusted experts can provide you with specialized wealth management solutions.

Professional Services

The Glenview Trust Company

Scott Neff

Bill Stone Cfa, Cmt (石比尔)

Ann Georgehead

Anuj Rastogi

The Investment Management Team at The Glenview Trust Company is dedicated to developing and implementing tailored investment strategies that align with the unique financial goals and risk tolerances of each client. Comprised of experienced investment principals and professionals, the team conducts in-depth market analysis, researches diverse asset classes, and actively manages client portfolios to optimize returns while prioritizing the clients' best interests. Their collaborative approach ensures that every client receives personalized attention and solutions that adapt to their evolving needs.

Investment Management Team

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