Enterprise Trust & Investment Company serves one purpose - to act in the sole best interest of our clients, giving them personalized attention and peace of mind.

Marc J. Rebboah has over 40 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 is a past Chairman of its Board of Trustees. He also served as the Chairman of its Board of Regents and the Development Committee. Mr. Rebboah is a graduate of Santa Clara University, and is an emeritus member of the University's Board of Regents. He is a co-founder of the Bishops "Circle of Excellence" that raises perpetual funding to support the less fortunate within the Diocese of San Jose and served as a cabinet member of

Bishop Patrick J. McGrath's Endowment and Capital Campaign for the Catholic Church of Santa Clara County. Other affiliations, past and present, are the Association of Trust Organizations, the American Bankers Association, 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.

Margaret serves as the Executive Vice President and Chief Operating Officer for Enterprise Trust & Investment Company. She has 36 years of fiduciary management experience in all areas of trust administration and financial operations. Margaret earned her Bachelor of Science in Business Administration from San Jose State University. Additionally, Margaret graduated from both the Cannon Financial Institute's Trust School (CTFA) and the Retirement Plan Services School (CRSP).

Troy serves as an Executive Vice President and Senior Portfolio Manager for Enterprise Trust & Investment Company. He is a CFA Charter holder and brings over 37 years of portfolio management and securities trading experience. Troy began his investment career on Wall Street with E.F. Hutton & Company, before joining Western Capital Management Company where he was responsible for actively managing $500 million. He is a member of The Securities Analyst Society of San Francisco and The CFA Institute, and has served on the Finance councils of The United Way of Santa Cruz and the Diocese of San Jose. Troy has also served on the boards of Boys and Girls Club of Silicon Valley and the San Jose Rotary Club, where he served two terms as Treasurer. Troy received his Bachelor of Business Administration in Finance from the Lundquist College of Business at the University of Oregon.

Jennifer serves as a Vice President and the Fiduciary Manager for Enterprise Trust & Investment Company. With over 30 years of experience, she provides estate management and investment guidance to ETIC's most complex relationships. Jennifer earned her Bachelor of Science in Business Administration from San Jose State University and is a CFA charter holder. Additionally, she graduated with honors from both the Cannon Financial Institute's Trust School (CTFA) and the Retirement Plan Services School (CRSP).

Pat serves as the Vice President of Business Development for Enterprise Trust & Investment Company. He has 30 years of development experience and possesses extensive knowledge and expertise working with families on strategic estate planning and investment solutions. Whether taking the lead on settling an estate or assisting ongoing estate management activities, Pat understands that communication, continuity and relationship building are essential.

Before joining ETIC, Pat served as the Director of Development at Bellarmine College Preparatory where he earned a reputation for his professionalism, integrity, and stewardship of the school's development programs. His efforts were integral in helping raise over $170 million. Pat is a graduate of both Bellarmine College Preparatory and Santa Clara University. He is dedicated to advancing long-term needs of individuals and their families, serving his community with past & present affiliations including, Presentation High School, Cristo Rey San Jose Jesuit High School, St. Lucy Parish School, Santa Clara University, NephCure Kidney International, First Place for Youth, and the American Heart Association.

Nikki serves as the Office Manager & Trust Administrator for Enterprise Trust & Investment Company. She has over 28 years of client services experience and ensures continuity within the trust and investment disciplines of the firm. Nikki's professionalism in managing large teams lends itself to cohesively serving ETIC's clients. Behind the scenes, her skill set in database management, as well as hands-on expertise within the estate settlement/management process, enables Nikki to deliver invaluable support to our clientele and their families.

Cathy serves as a Trust Officer for Enterprise Trust & Investment Company, with over 15 years of fiduciary experience in managing a diverse portfolio of personal trusts, charitable trusts, and estate settlement accounts. Cathy's career in personal trust administration began at Northern Trust, first in Chicago and later in the San Francisco office. Prior to joining ETIC, she worked in the Silicon Valley office of Exchange Bank. Cathy graduated with honors from DePauw University in Greencastle, Indiana with a Bachelor of Arts in Economics. She is based out of Los Gatos, California.