Katherine Rose

Senior Investment Officer, Vice President at Sentinel Trust Co., LBA - Houston, TX, US

Katherine Rose's Colleagues at Sentinel Trust Co., LBA
Maggie Olivares

Client Relationship Officer

Contact Maggie Olivares

Mayra De Leon

Vice President | Corporate & Benefits Accountant

Contact Mayra De Leon

Jimmy Reed

Senior Vice President - Director of Business Operations

Contact Jimmy Reed

Jasmine Hernandez

Fiduciary Operations Associate

Contact Jasmine Hernandez

Richard LaFont

Vice President, Senior Relationship Officer

Contact Richard LaFont

View All Katherine Rose's Colleagues
Katherine Rose's Contact Details
HQ
713-529-3729
Location
Houston, Texas, United States
Company
Sentinel Trust Co., LBA
Katherine Rose's Company Details
Sentinel Trust Co., LBA logo, Sentinel Trust Co., LBA contact details

Sentinel Trust Co., LBA

Houston, TX, US • 50 - 99 Employees
Financial Services

At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals.We help families of wealth succeed and simplify: Our deeply personal level of service is based on knowing our clients' hopes, expectations, challenges, and goals. With our personal touch, we become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve.We focus only on very high net-worth families: These families have distinctive needs and complex challenges that cannot be served as well by firms that lack our singular dedication.We listen first: We know that every family is unique. Each of our Senior Officers serves only a small number of clients to ensure each family gets ample personal attention.We don't sell products or provide one-size-fits-all solutions: There is no fixed menu of investment and lifestyle services. Instead, our team of dedicated professionals leverage years of experience and multi-disciplinary expertise to build your family customized solutions. Our philosophy is to provide individualized investment management and financial guidance to all generations—whenever and however they are needed.Above all, we are a family. Our hallmark is not only to serve our clients with excellence, but to provide for each other and our greater community.

Family Office Wealth Management Investment Management Multi-Family Office Estate Planning Fiduciary Services Philanthropy Private Equity Trusts and Estates Tax Strategy Financial Services Financial Advisory Services fintech
Details about Sentinel Trust Co., LBA
Frequently Asked Questions about Katherine Rose
Katherine Rose currently works for Sentinel Trust Co., LBA.
Katherine Rose's role at Sentinel Trust Co., LBA is Senior Investment Officer, Vice President.
Katherine Rose's email address is ***@sentineltrust.com. To view Katherine Rose's full email address, please signup to ConnectPlex.
Katherine Rose works in the Financial Services industry.
Katherine Rose's colleagues at Sentinel Trust Co., LBA are Maggie Olivares, Mayra De Leon, Jimmy Reed, Jasmine Hernandez, Richard LaFont, Bart Rainey, Yasmin Zarrinkelk and others.
Katherine Rose's phone number is 713-529-3729
See more information about Katherine Rose