COMPANY PROFILE
 
 
 


INTRODUCTION

Enterprise Trust & Investment Company is the only fully independent Trust & Investment company headquartered in California chartered by the Department of Financial Institutions (formerly the California State Banking Department). As such, ET&IC is an incorporated banking institution authorized to conduct business under banking law. The functional difference between a traditional bank and ET&IC is that by design ET&IC emphasizes on providing asset management and professional fiduciary services to its clients, rather than focus on commercial banking. Thus, ET&IC is a personal relationship focused asset management company with banking powers and extensive fiduciary expertise that currently manages over $600 million for High-Net-Worth Individuals, Institutional Endowments, Foundations and Not-for-Profit Organizations.

Enterprise Trust & Investment Company is locally owned and operated. Its directors and investors are community leaders whose experience and community involvement shape the company's commitment to responsive service. Its management and officers are experienced professionals with a successful track record of providing quality investment management and trust services while exceeding the high standards and general principles of fiduciary responsibility.

As the only fully independent Trust & Investment Company in California, Enterprise Trust & Investment Company offers its clients a superior personal service through unbiased financial decisions. This enables its professionals to be impartial in the asset selection process for the ultimate benefit of the client. This flexible and responsive approach allows for customization in order to satisfy the individual client's objectives. Because compensation is based on the size and nature of the client relationship rather than the selling of products, Enterprise Trust & Investment Company is relationship driven rather than commission driven.

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MISSION STATEMENT

The focus of Enterprise Trust  & Investment Company is to deliver high quality, professional, Independent  Investment & Fiduciary  Management services primarily to  Santa Clara County, Santa Cruz County and the Greater Bay Area.  This is accomplished through a well defined investment discipline using state-of-the art  technology.  We concentrate our efforts within specific market segments through innovative and  flexible programs that respond to the individual needs of our clients, and comply with the high standards and general principles of fiduciary responsibility.  We at all times adhere to a strong commitment of excellence and quality service.

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KEY PROFESSIONALS
 

Key management, operational and administrative personnel include:

MARC J. REBBOAH - (President and Chief Executive Officer)

Marc J. Rebboah is a Registered Investment Advisor and Certified Trust Professional with 28 years of investment and fiduciary experience. Prior to founding Enterprise Trust & Investment Company, Mr. Rebboah was President and Chief Executive Officer of Western Capital Management Corporation, a registered investment advisory firm, and Pacific Trust Company, a fiduciary management company, with executive responsibility over total combined assets of $1.3 billion under investment and fiduciary management. Mr. Rebboah is a graduate of Bellarmine College Preparatory and serves on its Board of Regents as Chairman of the Board. He is also a graduate of Santa Clara University, where he is a member of its Board of Regents and Planned Giving Council. Mr. Rebboah is on the Board of Fellows for Bellarmine College Preparatory and Santa Clara University. Other affiliations, past and present, are the Association of Independent Trust Companies and American Bankers, the Children's Discovery Museum Board of Directors and Legal/Finance Committee, the Santa Clara Valley YMCA Endowment Investment Committee, the San Jose Rotary Endowment Board of Trustees, the Catholic Charities planned giving council and the San Jose Symphony Foundation Board of Trustees. Mr. Rebboah was also the Co-chair of the Development Committee for The Diocese of San Jose Department of Education that secured the financial resources ensuring the construction of Holy Spirit elementary and junior high school.

TROY R. JONES, CFA - (Executive Vice President and Senior Portfolio Manager)

Troy R. Jones has twenty-two (22) years experience trading securities and managing Investment portfolios. As a senior portfolio manager, Mr. Jones was directly responsible for actively overseeing $500,000,000 in high quality equity and fixed income securities for Western Capital Management. Prior to becoming a registered investment advisor with Western Capital Management, he worked on Wall Street with E.F. Hutton and Co. Mr. Jones has a Bachelor of Business Administration degree in Finance from the University of Oregon and is a CFA Charterholder. Past and present affiliations include, The Securities Analyst Society of San Francisco, The CFA Institute, Treasurer of the Rotary Club of San Jose, Catholic Charities, the finance committees of The United Way of Santa Cruz and Queen of Apostles Parish, the Holy Name Society and Board of Directors of the Boys & Girls Club of Silicon Valley.

MARGARET MCCULLOCH, CTFA, CRPS - (Executive Vice President and Chief Financial Officer)

Margared McCulloch has twenty-two (22) years of experience in fiduciary management. Ms. McCulloch is astute in all internal areas of Trust Administration & Financial Operations and has developed a reputation of administrative excellence within the fiduciary industry. She is a graduate of the Cannon Financial Institute Trust School thereby earning her Institute of Certified Bankers designations as Certified Trust & Financial Advisor (CTFA). Additionally, she is a graduate of the Cannon Financial Institute Retirement Plan Services School. Ms. McCulloch has also earned the ABA sponsored designation of Certified Retirement Services Professional and has a comprehensive knowledge of sound fiduciary standards and practices as well as ERISA requirements.

JENNIFER ELMENHURST, CFA, CTFA - (Vice President and Fiduciary Manager)

Jennifer R. Elmenhurst earned her Bachelor's of Science degree in Business Administration with a concentration in Management at San Jose State University and is a CFA Charterholder. As Fiduciary Manager, Ms. Elmenhurst provides estate management and investment guidance to ET&IC's most complex relationships. She has over fourteen (14) years of experience in the financial services industry with extensive experience in all areas of wealth management. Ms. Elmenhurst is a graduate of the Cannon Financial Institute Trust School thereby earning her Institute of Certified Bankers designation as Certified Trust & Financial Advisor (CTFA). Additionally, she is a graduate of the Cannon Financial Institute Retirement Plan Services School and is currently a member of the Silicon Valley Bar Association.

TODD M. DUNCAN, CFA, MBA - (Portfolio Manager)

Todd M. Duncan has over six (6) years of experience in the financial services industry with experience in all areas of economic and security analysis, investment selection and portfolio management. As an analyst, Mr. Duncan provided economic and fundamental research across various asset classes, industries and individual securities. He is currently a member of the CFA Institute and the Security Analysts Society of San Francisco. He is a graduate of the College of Business at San Jose State University where he earned his Bachelor's of Science degree in Business Administration. Mr. Duncan continues to be an active member of the San Jose State Spartan Foundation and serves on Bellarmine College Preparatory's Alumni Council Board. Additionally, he holds a Masters Degree in Business Administration from San Jose State University, and is a CFA Charterholder.

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