Management Team

Solidly grounded throughout many diverse specialties, our team realizes there is no substitute for experience. There is also no substitute, when you look for a financial services partner, for GreatBanc Trust Company's unwavering devotion to synergistic solutions. The sum is always greater than the whole, and our team approach is able to provide the insight, action and resources which distinguish GreatBanc Trust and its affiliates.

Our professionals and those of our affiliates include many attorneys, as well as those who hold other specialized professional designations, such as Chartered Financial Analyst (CFA)®, Certified Public Accountant (CPA), Certified Employee Benefits Specialist (CEBS), Certified Financial Planner (CFP)™, Certified Trust and Financial Advisor (CTFA)™, and Certified Securities Operations Professional (CSOP)©.

For more information about a member of our team, or to send an email, please click on the individual’s name:

Michael Welgat
President &
Chief Executive Officer
mwelgat@usfiduciaryservices.com

Mark A. Elste, CFA
Executive Vice President,
Chief Investment Officer & Chief Operating Officer
melste@usfiduciaryservices.com

Gregory R. Beard
Senior Vice President
gbeard@greatbanctrust.com

Karen S. Bonn
Senior Vice President
kbonn@greatbanctrust.com

Arnold E. Bruns
Senior Vice President
abruns@usfas.com

John P. Culhane, CFA
Senior Vice President
jculhane@greatbanctrust.com

Stephen J. Hartman, CEBS
Senior Vice President
shartman@greatbanctrust.com

Vaughn Gordy
Senior Vice President
vgordy@greatbanctrust.com

Jay B. Kaun, CPA
Senior Vice President & Treasurer
jkaun@pennantmanagement.com

Marilyn H. Marchetti
Senior Vice President
mmarchetti@greatbanctrust.com

Danielle C. Montesano
Senior Vice President
dmontesano@greatbanctrust.com

 

James A. Benz, CTFA™
Vice President
jbenz@greatbanctrust.com

Patrick J. De Craene, CFP®
Vice President
pdecraene@greatbanctrust.com

Kevin B. Kolb
Vice President
kkolb@greatbanctrust.com

John S. Marino
Vice President
jmarino@greatbanctrust.com

James E. Staruck
Vice President
jstaruck@greatbanctrust.com

Ronda Strasser, CTFA™
Vice President
rstrasser@greatbanctrust.com

Anne Umlauf, CFP®
Vice President
aumlauff@greatbanctrust.com

Julie A. Williams
Vice President
jwilliams@greatbanctrust.com

Chris J. Weber
Vice President
cweber@pennantmanagement.com

Robin L. Hanson, CSOP®
Assistant Vice President
rhanson@usfas.com

 

 

 

 

CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.